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Confidential Disclosures from KCS
Document History
Contact Information
Please feel free to Contact
for information about this document.
801, Pelican House, GCCI
Compound, Ashram Road,
Ahmedabad 380 009. Gujarat, India.
Tele-Fax: +91-79-2657 9333
e-mail: info@kcspl.co.in
website: www.kcspl.co.in I
www.kcsapps.co.uk
CONFIDENTIALITY
© Krish Compusoft Services Pvt. Ltd. (KCS) 2013. All
rights reserved. This document and the intellectual
property contained herein is the property of KCS and
should not be reproduced or transmitted in any form or
by any means, or forwarded to any third party, without
prior written consent from KCS authorities. All the brand
names and product names are trademarks or registered
trademarks of their respective companies and are
recognized by the concerned authorities.
Confidential Disclosures from KCS
Introduction
About KCS…………………………………………………………………………………………………………………….. 04
MobiTrade Organization Structure ................................................................................................05
A Typical Sales Organization Hierarchy and it challenges .............................................................. 06
The Problem areas in a Typical Sales Scenario .............................................................................. 08
The Need of Sales Atomization .................................................................................................... 09
Introduction to MobiTrade ................................................................................................... ........ 11
The Industries & Segments ................................................................................................... ...... 12
MobiTrade Architecture diagram .............................................................................................. .... 13
MobiTrade Mobility Tool ..................................................................................................... ......... 14
MobiTrade Web based module ..................................................................................................... 19
Standard Reports through MobiTrade .......................................................................................... 21
The Possible Standard customization of MobiTrade ...................................................................... 26
Integration with ERP Systems ................................................................................................ ..... 30
Hardware Requirement & pre requisites ..................................................................................... 31
High level Plan for implementation .......................................................................................... .. 32
After Sales support mechanism .................................................................................................. 34
• Desk Support and Ticket based Support System
• Training & User guides - Video Manual
Index
Confidential Disclosures from KCS
About Us
KCSPL-The Mobile Apps Development center
KCS is a IS0 9001:2008
certified company. It has a
collective development
capability of approximately
75 staff based in
development centre at
Ahmedabad, India with
technical skills in Mobile
Apps development (iOS,
Android), .NET 3.5/4.0,
SharePoint and Open source
technologies.
The Background
Established since 2001 and have a strong proven
track record of working on complex software/web and
mobile applications
A strong professional team which includes architects,
project managers, software engineers (Mobile,
Microsoft, Open Source), QA engineers, business
analysts and technical support staff
Excellent track record working on long term
enterprise business applications and software
products
Specialize in enterprise mobility and commercial
mobile apps (both native apps and API driven apps),
product development, software and web development,
web portal development, e-commerce, database
driven websites, desktop business applications etc
Confidential Disclosures from KCS
MOBITRADE
KCS Timeline
Confidential Disclosures from KCS
MOBITRADE KCS Organizational Hierarchy
MobiTrade
Organisation
The MobiTrade
organization has
been specifically
designed to function
according to the
needs and the
customization of
MobiTrade
implementation
process.
KCSPL has
specifically defined
the roles of the
several entities
involved to fulfill a
successful
implementation from
the start to the
finish.
Confidential Disclosures from KCS
MOBITRADE
KCS Methodologies
Confidential Disclosures from KCS
MOBITRADE
Understanding a Typical Sales Organization
Any sales organization is an entity designed to
identify and group the work to be performed, defining
and delegating the authorities and responsibilities
and establishing relationships to enable the people
within the organization to work with efficiency and
effectiveness towards the attainment of the general
and specific goals.
The Types of Sales Organizations:
Functional Type
Product Type
Consumer Specialization Type
Area Type
A Combined Type
Understanding a Typical Culture Flowchart
Confidential Disclosures from KCS
MOBITRADE
A Combined structure of a
sales organization of a large
scale sales operation
The primary objectives of
any sales organization
To achieve efficiency in the supply chain
To generate the sales of goods
To develop specialization & centralization
To develop span of control versus management levels
To develop line versus staff position
To define the necessary authorities and parameters
To handle the task of personal management
To create a Customer Base and offer the best services
To create a Pattern of Demands for products
To conduct sales forecast & define strategies
To handle the orders received
To assure prompt logistics priorities
To assure deliveries
To manage credit control
To collect the dues
Confidential Disclosures from KCS
MOBITRADE
The Challenges of a Large Scale Sales Organization
Poor Prioritization
Lack of Forecasting & Intelligence
Conflicts between Sales Territories
Lack of Collaboration & Data Sharing
To derive comparative efficiency
No brake on freedom of employee
Assignment of responsibility and keeping Track
Problems of co-ordination control of sales activities
Organizational policies are not easily accessible
Duplication of efforts and investments
Better sales planning and policies keeping each category at focus
Problem of co-ordination of different markets and regions
Problem of co-ordination between each product department
To maintain Smooth un-interfered co-ordination between sub functions
How to measure Area sales & Zonal sales performances
How to combat Zonal competition with business intelligence
Delay because of too many sub division of departments and manual processes
Problem of co-ordination due to increased responsibility of general manager
A Typical Sales Process
Confidential Disclosures from KCS
MOBITRADE
Mobilize your supply chain
improve your sales efficiency
With increasing challenges in businesses and there is a growing need for organizations to
implement the sales process mapping real time, the pressure for virtual and on time presence has
become the name of the game.
The traditional manual sales processes & systems are quite challenging in terms of human errors
due to wrong entries, extremely high turnaround time for the sales cycle to get completed, loss of
revenue or customer dissatisfaction due to mismatch between stock availability and orders booked
as the stock is not known on real time basis.
MobiTrade the sales automation tool forms part of the overall Supply Chain Management System
with primary functions such as marketing and sales automation that includes capturing orders,
execution of orders, workflow automation and email automation.
In a nutshell, MobiTrade is an information system that efficiently automates the sales process and
management of the sales force. SFA manages all stages of the sales process from initial customer
contact to closing the deal.
MobiTrade ensures full integration among all the supply chain departments. The sales person is
not the only person dealing with the customer, various other departments such as marketing,
customer service, accounts, logistics, and technical experts are also involved.
MobiTrade ensures that the right hand knows what the left hand is doing – all departments have
easy access to see what interaction the other has had with the customer. For any a successful CRM
implementation, MobiTrade maximize the sales team's efficiency, productivity and ultimately lead
to increased sales.
Confidential Disclosures from KCS
MobiTrade Solution is the perfect made to order, Sales and Supply Chain Process
Mapping technique for creating a common vision and shared language for improving
business results.
The mobility solution helps a top level management to understand that the activities of
any sales department and solve their problems, it also helps understand if there is
multiplication or the people are working at cross purposes or have crucial executive-
level discussions with customers if the sales process is showing negative results.
Based on MobiTrade the sales process mapping tool, the leaders are able to reorganize
their sales operations map, the job descriptions and define the performance measures
and make the sale process more focused more on the end customer.
A sales process mapping can also help any large manufacturer's account teams to
discover a powerful new way to coordinate with field salespeople, yielding far more new
business opportunities than expected.
MOBITRADE
Mobilize your supply chain
improve your sales efficiency
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Technological Architecture
The MobiTrade Technological
architecture include:
ERP which is mostly present at
the client site
MobiTrade CMS Server
Web services
Internet with Firewall
Web based application
Handheld devices | Laptops |
Tablet devices |Desktop devices
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Mobility Tool
The MobiTrade Mobility consists
of 2 types of interface. A mobile /
tablet based and a web based
which provide the bridge in the
workflow of the sales process.
The mobility tool enables the
filed sales executive who is
mobile and is on the field, it
enables the every day functions of
the sales executive online and
offline.
The tool helps the sales executive
to be more planned and
connected through out the sales
interaction with the customer and
also the company, thus bringing in
more systematic approach to the
desired results.
SCREENSHOTS
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Mobility Tool
MobiTrade Tablet Login Home page:
An Authorized user is created by
Admin, Will be able to enter the
application by entering valid
username and password.
The mobility tool allows only the
registered User/ Sales executive to
login to the functionalities.
This provides the primary level
security to the transactions and
authenticity to the data and its
relation to the personnel who is
entering the data or using MobiTrade.
A registered User can also request
new password in case he/she forgets
password.
Each registered user will be in
maintained and managed by Admin in
“Active” or “De-active” mode
SCREENSHOTSLogin Page :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Mobility Tool –Task module
The Mobility Task Module enable
the sales executive to be more
planned in their approach. It also
allows the management to define
an approach for the sales
executives as per a strategy.
It enables the executive to
overview the territory and the
customers assigned, and also work
out new opportunities as per a
certain data which is generated by
the company data base.
It allows the executive to keep
tract of the orders which are new,
pending or the ones which have
been executed as per time and
date.
It allows the executive to keep
track of the dispatch and the
deliveries which need to be
attended to.
SCREENSHOTSTask Module :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Mobility Tool – Sales Module
The Mobility Sales Module
enables the sales executive to be
more planned. It also allows the
management to define an
approach for the sales execution
as per a strategy. It enables the
executive to overview the sales in
pipeline and the qualified
customers for a sales.
It allows the executive to execute
as per format of order defined.It
allows to generate new sales
orders and also gives an over view
on the status of the other pending
orders as per time and date.
One can overview the listed items
as per product codes, thus
prompting the executive and
provide valid information about
the product movement
SCREENSHOTSNew Order Module :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Mobility Tool – Distributor Module
MobiTrade sales module also has a
distributor history, which allows the
executive to look in the sales order
history as per the area, the status of
orders as per distributors.
the module also allow to plan and keep a
track of the route of the sales executive
SCREENSHOTSDistributor Module :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Web based Module
The MobiTrade Web
based module give an
over view of the data
entered and generated
by the sales executive.
The module collates
this data and give a
comparative and
analyzed scenario in
form of pie charts and
graphs.
The web based module
shows statistical data
related to Order Vs
dispatch, Item wise
Sales, area wise sales,
sate wise sales, sales
executives performance
analysis, aging analysis,
new queries and their
conversion rate ... an a
lot which can be
customized at this end
based on the clients
requirements
SCREENSHOTSWeb Based Module :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Web based Module
The MobiTrade Web
based module give an
over view of the data
entered and generated
by the sales executive.
The module allows the
management to set
targets based on the
annual operating plan.
It allows the
management to set the
target parameters as per
the sate, region or zone
and also as per the
product category and
monthly sales plan.
SCREENSHOTSAnnual Operating Plan :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade - Standard Reports through MobiTrade
MobiTrade web module
generates several
critical reports which
play an important role
in the process of sales
mapping for any large
scale sales
organization.
this reports include
forecasting which
provides a statistical
view based on the data
generated from the
filed and also the data
of the past
performances, thus
providing a
comparative month
wise scenario.
SCREENSHOTSForecasting :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade - Standard Reports through MobiTrade
MobiTrade web module
generates several critical
reports which play an
important role in the
process of sales mapping
for any large scale sales
organization.
These reports include
Item flow which
provides a statistical
view based on the data
generated from the filed
and also the data of the
past flows, thus
providing a comparative
product wise scenario.
SCREENSHOTSItem Flow :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade - Standard Reports through MobiTrade
MobiTrade web module
generates several critical
reports which play an
important role in the
process of sales mapping
for any large scale sales
organization.
These reports include
Aging report, the most
critical report which
indicates the time taken
for the completion of a
sales cycle per product.
It provides a statistical
view based on the data
generated from the filed
and also the data of the
past flows, thus
providing a comparative
product wise scenario.
SCREENSHOTSAging :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade - Standard Reports through MobiTrade
The MobiTrade web based
module enables the user
with a replenishment
report, that enable the
the sales to get an
indication of when to
expect another order from
a repeat customer.
Thus it also enables in
estimating the overall
order that can be
expected from a region
and as per each month.
SCREENSHOTSReplenishment report :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade - Standard Reports through MobiTrade
The MobiTrade reports can
be customized as per the
organizational and
management need. the
reports can also be
prioritized as per the data
available and also the dat
that need to be planned for
the future to achieve the
desired report.
the module cane be
configured as and when the
implementation starts and
live data is generated form
the field.
These MIS reports become
very critical in achieving the
exact sales picture and plan
a better and more efficient
sales organization.
SCREENSHOTSReport module :
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Functional Benefits & Features
The Main Functions of MobiTrade is that, It functions as
an overall sales mapping tool & The Customer
Relationship Management (CRM) functions can also be
customized,
The system enables marketing automation, workflow
automation and email automation. It efficiently
automates the sales process and management of the
sales force from initial customer contact to closing the
deal.
It ensures full integration among all departments. It
provide the business owner the accurate and useful
information one needs to help grow his business by
identifying top customers, new social trends,
bottlenecks, popular products, successful campaigns,
etc.
The other primary functions are:
Help manage the sales hierarchy with different rights
and authorities for different user types
Data Sharing, Lead management & track the status of
opportunities
Contact management & Account history
Sales allocation / Task allocation
Sales target Management on individual profiles
Enables defining the sales territory
Order booking and management of orders
Invoicing & Credit check
Track Deliveries
Helps track Sales activities
Sales Forecasting
Reports and analytics
Confidential Disclosures from KCS
MOBITRADE
Benefits
KCS offer high end software products for Mobile
Platforms and support in your business growth.
We cater to the IT needs of corporate clients and high
end customers for simple and complicated mobile
applications (Android & iOS), communication protocols,
enterprise applications and databases to create and
customize mobility solutions to meet your business
requirements.
Benefits to Sales Staff
Reducing response time & operational cost
Assists in Stock Status View and aids in speedy and
precise planning.
Keep track of assets distributed in the market.
Improve field service visibility for management and for
customers.
Reduced customer billing lead time
Benefits to an Organization & Management
To make the best utilization of field staff
Improving field service visibility.
Enhances sales force productivity.
Boosts Cost reduction on a larger scale.
Improve field service visibility for management and for
customers.
The software is cost effective
Quick Implementation
MOBITRADE
Features
KCS offers MobiTrade Sales force automation solution
using mobile computing technology to overcome
practical problems and make the system more efficient
and responsive.
All the field staff will be equipped with mobile
computer device with the preloaded application
software to take care of different operations required to
complete the processes.
Capable of working in Offline mode as well. Statuses are
maintained for Offline order generations.
GPRS connectivity for Online Data Sync. This is required to
check the stock and allocate stocks against new order booked
on real time basis.
Data sync when the device is online.
Centralized management of data.
Placing of orders in no time with the shipping details as well.
Proof of order confirmation through Digital signature.
Invoicing to Customers the next moment orders are placed and
accepted.
Communications with the customers thereby leaving the
customer feel the importance.
Personal order listing to the sales force which allows the sales
force to analyze their work and improve their productivity to
optimum.
The application is user friendly as the field staffs are not well
versed with usage of technology.
Product Catalogues view can be customized
Multi level Security of Data & Secure data transmission
Confidential Disclosures from KCS
Confidential Disclosures from KCS
MOBITRADE
MobiTrade Reports
MobiTrade mobility tool has been designed to
serve a high end purpose. It is Mobile Platforms to
support and map your business growth through
sale.
Any sales organization requires business
intelligence which becomes a very critical factor
for vital decision making. MobiTrade platform
provides this intelligence through collating the
data which is fed in by the sales end and collates
to provide a range of report.
MobiTrade Business Intelligence and MIS reporting
Individual Performance wise Sales Report
Individual tracking report
Territory wise sales report
Product wise sales report
Order vs Dispatch report
Inquiry Vs Sales call report
Sales Forecasting Report
Sales Mix report
Customer Profiling
Aging Report
Trend Analysis
Product Flow & Forecasting Report
Area Wise Sales Report
Zone Wise Sales Report
State Wise Sales Report
Helps devise and communicate the Annual Sales plan
Confidential Disclosures from KCS
MOBITRADE
Integration of MobiTrade
with any ERP system
The MobiTrade tool has been
designed to integrate with
any ERP software which has
been active in the supply
chain of any large scale
organization.
But the tool is only meant to
collate the data related to
the sales and CRM functions.
The MobiTrade can be
integrated with SAP, JD
Edwards etc..
Confidential Disclosures from KCS
MOBITRADE
Hardware Requirement & pre requisites
Confidential Disclosures from KCS
MOBITRADE
High Level Implementation Plan
Confidential Disclosures from KCS
MOBITRADE
Implementation Raci Matrix
MobiTrade Implementation is
an implementation which
involves an agile development
methodology. On the first level
the basic modules are made to
order as per the sales process
of any organization.
Once these basic modules are
implemented and the tools is
taken in to practice several
customizations come in to
view based on to the
adaptation of the same as per
the sale culture and
departmental and zonal
requirement.
On the second level these
changes are carried out and
implemented.
On the whole a success full
MobiTrade implementation
takes in to account the
processes and interaction of
the people of the sales
organization at several levels.
Confidential Disclosures from KCS
MOBITRADE
After Sales support mechanism
Help Desk Support and Ticket based Support
System
Help Desk Support will be provided by KCS to
login support ticket. Dedicated Person will be
available to attend support ticket via Telephonic
Support, who can give step by step process
explaining over phone.
Priority: A Support Person will visit personally and
attend within 8 hours of ticket login as per local
time zone and distance. The training can be
provided visiting them at their location as per
above said cost matrix.
Training Matrix - Training & Benefit and user guide
Video Manual will also be provided along with the
implementation of MobiTrade
A mass training session to batch of 25 to 50
dealers will be held at regular planned intervals
to train the sales team and the organizational
head at site or a mutually agreed upon place.
We shall also provide Video Manual CD which
covers step by step process of each function in
Regional Language i.e; Gujarati, Hindi, Marathi and
English.
Confidential Disclosures from KCS
MOBITRADE
An Authorized user created by Admin, Will be able to enter the
application by entering valid username and password.
There will be two types of User:
Type 1: ASM/Sales Officer/Sales
Executive
Type 2: State Head
User can also request new password in case he/she forgets
password.
Each registered user will be in maintained and managed by
Admin in “Active” or “De-active” mode.
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon successful login, User will be able to view below
Dashboard/Home page.
Task (Root Plan):
User can view his/her Task(Root Plan) allocation of the day.
Sales Contract:
User can view his/her Sales Contract details with status.
Distributor
User can see his/her list of distributor allocated with distributor
profile such as name, code, Contact details, contract history etc.
Price and Stock Inventory:
This will allow user to view depot wise price and stock inventory
User on Map:
It will allow State Head and Management to stay connected with
team in the field by locating them on map. (GPS has to be “ON”)
Report:
User would be able to view activity and performance report over
here.
Change Password:
User can change his/her password which will be stored on Admin
panel.
Log Out:
User can log out from system and will return to login page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
This will allow user to view list of allocated task of the day
with name of Distributor, Dist. Code, Date, Contact details,
location, Comments and Status
It will also allow user to locate the
Distributor.
User can edit status of Task by selecting Edit
option.
User can also directly book the Sales
Contract by selecting appropriate Distributor
uon confirmation.
User also have an option to Add new task
from this page itself
Will allow user to return to previous page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User can also “Sort By” Task with option to sort by Date,
Location, distributor and Status.
User also have an option to “Search” from task allocation
for required details upon appropriate entry.
NextBack
Confidential Disclosures from KCS
MOBITRADE
To Add new task, User is required to enter mandatory
details such as Task Name, Select Distributor, Schedule, and
Status. Remark and Distributor comments would be optional
as it can be filled post distributor visit OR can be filled if
the visit is done already and user is entering Task to upload
the details)
User will be required to select Distributor and Status from
master records as shown in next pages.
Will allow user to return to home page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User is required to select Distributor from master data
which he/she will be able to search as they type name of
distributor.
User will be required to select appropriate Distributor from
the search result as show here.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User is required to select Status from Pre-defined status
stages.
User will be required to select appropriate status from the
options to indicate current status of the Task.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User is required to select task schedule by selecting
appropriate date (mm/dd/yyyy) and time.
Will enter selected schedule for the task in the
“Add Task” form.
Upon entering all the details and field
selection, User can save the task which will show in
his/her task allocation list. It won’t allow user to Save any
Task until all the mandatory fields are filled with details.
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon successful entry of mandatory and optional fields
with details, Task summary would look as shown here with
name of Task, Dist. Name (Selected), Schedule (Entered),
Status (Selected) and Remarks (entered)
NextBack
Confidential Disclosures from KCS
MOBITRADE
User can directly view list of Sales Contract booked by
him/her with summary of contract such as booking ID,
Distributor Name, Rate, Quantity, Date, Time, Status and
SO # within his/her territory and list of distributor.
It will allow user to enter new “Sales Contract”
which will redirect him/her to “Add Sales Contract” Page.
Will allow user to view Sales Contract details.
Will allow user to return to home page
NextBack
Confidential Disclosures from KCS
MOBITRADE
Sort By: User can also sort the “Sales Contract” for ease
of view by Date, Booking #, PO #, Distributor Name,
Amount and Status.
Search: User can search from records as per requirement
by entering appropriate search.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User is required to Enter valid details in all the mandatory
fields to add Sales Contracts from Search and selection
menu.
Fields includes, Distributor name, Shipping Address,
Payment Term, Inco terms, Contract Type, Sales Area,
Remark and Item.
This will allow user to add item with required fields.
Once all the details are filled, User has to get it signed
from Distributor before saving the Contract.
Will allow user to return to home page
NextBack
Confidential Disclosures from KCS
MOBITRADE
User is required to select Distributor from master data
which he/she will be able to search as they type name of
distributor.
User will be required to select appropriate Distributor from
the search result as show here.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User is required to Enter valid shipping address if it’s
different from Billing Address.
Will Complete the action and enter details under
Shipping address field.
Similarly user will select Payment Terms and Inco terms
from master data and enter valid Remarks, if any.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User will be required to enter Item name and Code which
they will be able to pull from master as they type in search
along with Quantity.
User won’t be able to enter rates as it will directly reflect
against, item and quantity predefined and managed by
authorities.
Will complete the Action and save data of an
Item on Item Table.
Will allow user to delete entered item for corrections, if
any before saving it.
NextBack
Confidential Disclosures from KCS
MOBITRADE
Once all the details are filled and entered, User will be
required to get it authorized by Distributor by his/her
signature with name.
Will complete the Action and save data of an
Item on Item Table.
Will clear entry for correction, edition if any.
Upon completion of all the required field entry,
selection, signature, User would be able to Save the
Contract for proceedings.
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon successful entry/selection of details, the Sales
Contract would look as shown here with details in resp.
fields
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon login, user can also directly move to this page, which
will give him/her list of Distributor with their basic details
such as Distributor Name, Dist. Code, Location, Contact
details etc.
It will also show summary of “Check points” which user is
required to check upon before placing Contract such Credit
Limit, Last Purchase, Outstanding Payment.
Will allow user to view Distributor history.
Will allow user to directly book order for an selected
Distributor.
Will allow user to return to home page
NextBack
Confidential Disclosures from KCS
MOBITRADE
Distributor History will allow user to view to view
Distributor history which includes Booking ID, Sales
Contract #, Rate, Status, Quantity, Date and Time.
Will allow user to view Distributor Sales Contract details.
Will allow user to return to home page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon login, User can also check stock today’s Depot wise
product Rate and stock Inventory.
User have an option to view Depot wise, item details with
available quantity details which he/she can use it as
information guideline before placing a contract for specific
depot and product at a given price.
Will allow user to return to home page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon successful login, User will be able to view below
Dashboard/Home page.
Task (Root Map):
State Head can select Sales User from the list to view his/her activity
as default view will be of State Head.
Sales Contract:
State head can view Sales Contract activity of team members
including himself/herself and can also add new Sales Contract for
the Team.
Distributor
User can see his/her list of distributor allocated with distributor
profile such as name, code, Contact details, contract history etc.
Price and Stock Inventory:
This will allow user to view depot wise price and stock inventory
User on Map:
It will allow State Head and Management to stay connected with
team in the field by locating them on map. (GPS has to be “ON”)
Report:
User would be able to view activity and performance report over
here.
Change Password:
User can change his/her password which will be stored on Admin
panel.
Log Out:
User can log out from system and will return
to login page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
State Head can select Sales
Office from the list to view his/her Sales Contract Details and
records.
State Head can also sort and search them by Booking #, Rate,
Status, Date as well if needed.
State head also has an option to search specific details from
Sales Contract of an individual Sales Office by entering
appropriate Search.
Will allow State head to view Sales Order details with
Distributor name, Item, quantity, Status, Rate etc.
It will allow State Head to enter new “Sales Contract”
which will redirect him/her to “Add Sales Contract” Page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
State head can also enter the Sales Contract for himself/herself
following the same process as described above AND can also
enter the same for his/her team member as well.
While selecting New Sales
Contract, State head will have an option to Select State Officer
from the list allocated in his/her team.
This will allow user to add item with required fields.
Once all the details are filled, User has to get it signed from
Distributor before saving the Contract.
Will allow user to return to home page
NextBack
Confidential Disclosures from KCS
MOBITRADE
Upon Selection of Sales Officer,
State head can view task allocation with details of an specific
Sales Officer of his/her team.
It will also allow user to locate the Distributor.
User can edit status of Task by selecting Edit option.
User can also directly book the Sales Contract by
selecting appropriate Distributor upon confirmation.
User also have an option to Add new task from this
page itself for Sales Officer.
Will allow SH to return to previous/Home page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
To Add new task, SH is required to enter mandatory details
such as Task Name, Select Distributor, Schedule, Status, Remark
and Distributor comments (It can be filled post distributor visit
OR can be filled if the visit is done already and user is entering
Task to upload the details)
User will be required to select Distributor and Status from
master records as shown in next pages.
Will allow user to return to home page.
NextBack
Confidential Disclosures from KCS
MOBITRADE
User on Map can allow State Head to track their team members
by selecting an appropriate User/member.
It will show their location history with location, date and time
on map
State Head can select user from this drop
down list to view location map.
It will allow State Head to view
user details data wise by entering Start and End date.
Will allow to zoom in/out to have exact location
details.
Will allow user to return to home page.
NextBack

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Mobitrade PPT

  • 1.
  • 2. Confidential Disclosures from KCS Document History Contact Information Please feel free to Contact for information about this document. 801, Pelican House, GCCI Compound, Ashram Road, Ahmedabad 380 009. Gujarat, India. Tele-Fax: +91-79-2657 9333 e-mail: info@kcspl.co.in website: www.kcspl.co.in I www.kcsapps.co.uk CONFIDENTIALITY © Krish Compusoft Services Pvt. Ltd. (KCS) 2013. All rights reserved. This document and the intellectual property contained herein is the property of KCS and should not be reproduced or transmitted in any form or by any means, or forwarded to any third party, without prior written consent from KCS authorities. All the brand names and product names are trademarks or registered trademarks of their respective companies and are recognized by the concerned authorities.
  • 3. Confidential Disclosures from KCS Introduction About KCS…………………………………………………………………………………………………………………….. 04 MobiTrade Organization Structure ................................................................................................05 A Typical Sales Organization Hierarchy and it challenges .............................................................. 06 The Problem areas in a Typical Sales Scenario .............................................................................. 08 The Need of Sales Atomization .................................................................................................... 09 Introduction to MobiTrade ................................................................................................... ........ 11 The Industries & Segments ................................................................................................... ...... 12 MobiTrade Architecture diagram .............................................................................................. .... 13 MobiTrade Mobility Tool ..................................................................................................... ......... 14 MobiTrade Web based module ..................................................................................................... 19 Standard Reports through MobiTrade .......................................................................................... 21 The Possible Standard customization of MobiTrade ...................................................................... 26 Integration with ERP Systems ................................................................................................ ..... 30 Hardware Requirement & pre requisites ..................................................................................... 31 High level Plan for implementation .......................................................................................... .. 32 After Sales support mechanism .................................................................................................. 34 • Desk Support and Ticket based Support System • Training & User guides - Video Manual Index
  • 4. Confidential Disclosures from KCS About Us KCSPL-The Mobile Apps Development center KCS is a IS0 9001:2008 certified company. It has a collective development capability of approximately 75 staff based in development centre at Ahmedabad, India with technical skills in Mobile Apps development (iOS, Android), .NET 3.5/4.0, SharePoint and Open source technologies. The Background Established since 2001 and have a strong proven track record of working on complex software/web and mobile applications A strong professional team which includes architects, project managers, software engineers (Mobile, Microsoft, Open Source), QA engineers, business analysts and technical support staff Excellent track record working on long term enterprise business applications and software products Specialize in enterprise mobility and commercial mobile apps (both native apps and API driven apps), product development, software and web development, web portal development, e-commerce, database driven websites, desktop business applications etc
  • 5. Confidential Disclosures from KCS MOBITRADE KCS Timeline
  • 6. Confidential Disclosures from KCS MOBITRADE KCS Organizational Hierarchy MobiTrade Organisation The MobiTrade organization has been specifically designed to function according to the needs and the customization of MobiTrade implementation process. KCSPL has specifically defined the roles of the several entities involved to fulfill a successful implementation from the start to the finish.
  • 7. Confidential Disclosures from KCS MOBITRADE KCS Methodologies
  • 8. Confidential Disclosures from KCS MOBITRADE Understanding a Typical Sales Organization Any sales organization is an entity designed to identify and group the work to be performed, defining and delegating the authorities and responsibilities and establishing relationships to enable the people within the organization to work with efficiency and effectiveness towards the attainment of the general and specific goals. The Types of Sales Organizations: Functional Type Product Type Consumer Specialization Type Area Type A Combined Type Understanding a Typical Culture Flowchart
  • 9. Confidential Disclosures from KCS MOBITRADE A Combined structure of a sales organization of a large scale sales operation The primary objectives of any sales organization To achieve efficiency in the supply chain To generate the sales of goods To develop specialization & centralization To develop span of control versus management levels To develop line versus staff position To define the necessary authorities and parameters To handle the task of personal management To create a Customer Base and offer the best services To create a Pattern of Demands for products To conduct sales forecast & define strategies To handle the orders received To assure prompt logistics priorities To assure deliveries To manage credit control To collect the dues
  • 10. Confidential Disclosures from KCS MOBITRADE The Challenges of a Large Scale Sales Organization Poor Prioritization Lack of Forecasting & Intelligence Conflicts between Sales Territories Lack of Collaboration & Data Sharing To derive comparative efficiency No brake on freedom of employee Assignment of responsibility and keeping Track Problems of co-ordination control of sales activities Organizational policies are not easily accessible Duplication of efforts and investments Better sales planning and policies keeping each category at focus Problem of co-ordination of different markets and regions Problem of co-ordination between each product department To maintain Smooth un-interfered co-ordination between sub functions How to measure Area sales & Zonal sales performances How to combat Zonal competition with business intelligence Delay because of too many sub division of departments and manual processes Problem of co-ordination due to increased responsibility of general manager A Typical Sales Process
  • 11. Confidential Disclosures from KCS MOBITRADE Mobilize your supply chain improve your sales efficiency With increasing challenges in businesses and there is a growing need for organizations to implement the sales process mapping real time, the pressure for virtual and on time presence has become the name of the game. The traditional manual sales processes & systems are quite challenging in terms of human errors due to wrong entries, extremely high turnaround time for the sales cycle to get completed, loss of revenue or customer dissatisfaction due to mismatch between stock availability and orders booked as the stock is not known on real time basis. MobiTrade the sales automation tool forms part of the overall Supply Chain Management System with primary functions such as marketing and sales automation that includes capturing orders, execution of orders, workflow automation and email automation. In a nutshell, MobiTrade is an information system that efficiently automates the sales process and management of the sales force. SFA manages all stages of the sales process from initial customer contact to closing the deal. MobiTrade ensures full integration among all the supply chain departments. The sales person is not the only person dealing with the customer, various other departments such as marketing, customer service, accounts, logistics, and technical experts are also involved. MobiTrade ensures that the right hand knows what the left hand is doing – all departments have easy access to see what interaction the other has had with the customer. For any a successful CRM implementation, MobiTrade maximize the sales team's efficiency, productivity and ultimately lead to increased sales.
  • 12. Confidential Disclosures from KCS MobiTrade Solution is the perfect made to order, Sales and Supply Chain Process Mapping technique for creating a common vision and shared language for improving business results. The mobility solution helps a top level management to understand that the activities of any sales department and solve their problems, it also helps understand if there is multiplication or the people are working at cross purposes or have crucial executive- level discussions with customers if the sales process is showing negative results. Based on MobiTrade the sales process mapping tool, the leaders are able to reorganize their sales operations map, the job descriptions and define the performance measures and make the sale process more focused more on the end customer. A sales process mapping can also help any large manufacturer's account teams to discover a powerful new way to coordinate with field salespeople, yielding far more new business opportunities than expected. MOBITRADE Mobilize your supply chain improve your sales efficiency
  • 13. Confidential Disclosures from KCS MOBITRADE MobiTrade Technological Architecture The MobiTrade Technological architecture include: ERP which is mostly present at the client site MobiTrade CMS Server Web services Internet with Firewall Web based application Handheld devices | Laptops | Tablet devices |Desktop devices
  • 14. Confidential Disclosures from KCS MOBITRADE MobiTrade Mobility Tool The MobiTrade Mobility consists of 2 types of interface. A mobile / tablet based and a web based which provide the bridge in the workflow of the sales process. The mobility tool enables the filed sales executive who is mobile and is on the field, it enables the every day functions of the sales executive online and offline. The tool helps the sales executive to be more planned and connected through out the sales interaction with the customer and also the company, thus bringing in more systematic approach to the desired results. SCREENSHOTS
  • 15. Confidential Disclosures from KCS MOBITRADE MobiTrade Mobility Tool MobiTrade Tablet Login Home page: An Authorized user is created by Admin, Will be able to enter the application by entering valid username and password. The mobility tool allows only the registered User/ Sales executive to login to the functionalities. This provides the primary level security to the transactions and authenticity to the data and its relation to the personnel who is entering the data or using MobiTrade. A registered User can also request new password in case he/she forgets password. Each registered user will be in maintained and managed by Admin in “Active” or “De-active” mode SCREENSHOTSLogin Page :
  • 16. Confidential Disclosures from KCS MOBITRADE MobiTrade Mobility Tool –Task module The Mobility Task Module enable the sales executive to be more planned in their approach. It also allows the management to define an approach for the sales executives as per a strategy. It enables the executive to overview the territory and the customers assigned, and also work out new opportunities as per a certain data which is generated by the company data base. It allows the executive to keep tract of the orders which are new, pending or the ones which have been executed as per time and date. It allows the executive to keep track of the dispatch and the deliveries which need to be attended to. SCREENSHOTSTask Module :
  • 17. Confidential Disclosures from KCS MOBITRADE MobiTrade Mobility Tool – Sales Module The Mobility Sales Module enables the sales executive to be more planned. It also allows the management to define an approach for the sales execution as per a strategy. It enables the executive to overview the sales in pipeline and the qualified customers for a sales. It allows the executive to execute as per format of order defined.It allows to generate new sales orders and also gives an over view on the status of the other pending orders as per time and date. One can overview the listed items as per product codes, thus prompting the executive and provide valid information about the product movement SCREENSHOTSNew Order Module :
  • 18. Confidential Disclosures from KCS MOBITRADE MobiTrade Mobility Tool – Distributor Module MobiTrade sales module also has a distributor history, which allows the executive to look in the sales order history as per the area, the status of orders as per distributors. the module also allow to plan and keep a track of the route of the sales executive SCREENSHOTSDistributor Module :
  • 19. Confidential Disclosures from KCS MOBITRADE MobiTrade Web based Module The MobiTrade Web based module give an over view of the data entered and generated by the sales executive. The module collates this data and give a comparative and analyzed scenario in form of pie charts and graphs. The web based module shows statistical data related to Order Vs dispatch, Item wise Sales, area wise sales, sate wise sales, sales executives performance analysis, aging analysis, new queries and their conversion rate ... an a lot which can be customized at this end based on the clients requirements SCREENSHOTSWeb Based Module :
  • 20. Confidential Disclosures from KCS MOBITRADE MobiTrade Web based Module The MobiTrade Web based module give an over view of the data entered and generated by the sales executive. The module allows the management to set targets based on the annual operating plan. It allows the management to set the target parameters as per the sate, region or zone and also as per the product category and monthly sales plan. SCREENSHOTSAnnual Operating Plan :
  • 21. Confidential Disclosures from KCS MOBITRADE MobiTrade - Standard Reports through MobiTrade MobiTrade web module generates several critical reports which play an important role in the process of sales mapping for any large scale sales organization. this reports include forecasting which provides a statistical view based on the data generated from the filed and also the data of the past performances, thus providing a comparative month wise scenario. SCREENSHOTSForecasting :
  • 22. Confidential Disclosures from KCS MOBITRADE MobiTrade - Standard Reports through MobiTrade MobiTrade web module generates several critical reports which play an important role in the process of sales mapping for any large scale sales organization. These reports include Item flow which provides a statistical view based on the data generated from the filed and also the data of the past flows, thus providing a comparative product wise scenario. SCREENSHOTSItem Flow :
  • 23. Confidential Disclosures from KCS MOBITRADE MobiTrade - Standard Reports through MobiTrade MobiTrade web module generates several critical reports which play an important role in the process of sales mapping for any large scale sales organization. These reports include Aging report, the most critical report which indicates the time taken for the completion of a sales cycle per product. It provides a statistical view based on the data generated from the filed and also the data of the past flows, thus providing a comparative product wise scenario. SCREENSHOTSAging :
  • 24. Confidential Disclosures from KCS MOBITRADE MobiTrade - Standard Reports through MobiTrade The MobiTrade web based module enables the user with a replenishment report, that enable the the sales to get an indication of when to expect another order from a repeat customer. Thus it also enables in estimating the overall order that can be expected from a region and as per each month. SCREENSHOTSReplenishment report :
  • 25. Confidential Disclosures from KCS MOBITRADE MobiTrade - Standard Reports through MobiTrade The MobiTrade reports can be customized as per the organizational and management need. the reports can also be prioritized as per the data available and also the dat that need to be planned for the future to achieve the desired report. the module cane be configured as and when the implementation starts and live data is generated form the field. These MIS reports become very critical in achieving the exact sales picture and plan a better and more efficient sales organization. SCREENSHOTSReport module :
  • 26. Confidential Disclosures from KCS MOBITRADE MobiTrade Functional Benefits & Features The Main Functions of MobiTrade is that, It functions as an overall sales mapping tool & The Customer Relationship Management (CRM) functions can also be customized, The system enables marketing automation, workflow automation and email automation. It efficiently automates the sales process and management of the sales force from initial customer contact to closing the deal. It ensures full integration among all departments. It provide the business owner the accurate and useful information one needs to help grow his business by identifying top customers, new social trends, bottlenecks, popular products, successful campaigns, etc. The other primary functions are: Help manage the sales hierarchy with different rights and authorities for different user types Data Sharing, Lead management & track the status of opportunities Contact management & Account history Sales allocation / Task allocation Sales target Management on individual profiles Enables defining the sales territory Order booking and management of orders Invoicing & Credit check Track Deliveries Helps track Sales activities Sales Forecasting Reports and analytics
  • 27. Confidential Disclosures from KCS MOBITRADE Benefits KCS offer high end software products for Mobile Platforms and support in your business growth. We cater to the IT needs of corporate clients and high end customers for simple and complicated mobile applications (Android & iOS), communication protocols, enterprise applications and databases to create and customize mobility solutions to meet your business requirements. Benefits to Sales Staff Reducing response time & operational cost Assists in Stock Status View and aids in speedy and precise planning. Keep track of assets distributed in the market. Improve field service visibility for management and for customers. Reduced customer billing lead time Benefits to an Organization & Management To make the best utilization of field staff Improving field service visibility. Enhances sales force productivity. Boosts Cost reduction on a larger scale. Improve field service visibility for management and for customers. The software is cost effective Quick Implementation
  • 28. MOBITRADE Features KCS offers MobiTrade Sales force automation solution using mobile computing technology to overcome practical problems and make the system more efficient and responsive. All the field staff will be equipped with mobile computer device with the preloaded application software to take care of different operations required to complete the processes. Capable of working in Offline mode as well. Statuses are maintained for Offline order generations. GPRS connectivity for Online Data Sync. This is required to check the stock and allocate stocks against new order booked on real time basis. Data sync when the device is online. Centralized management of data. Placing of orders in no time with the shipping details as well. Proof of order confirmation through Digital signature. Invoicing to Customers the next moment orders are placed and accepted. Communications with the customers thereby leaving the customer feel the importance. Personal order listing to the sales force which allows the sales force to analyze their work and improve their productivity to optimum. The application is user friendly as the field staffs are not well versed with usage of technology. Product Catalogues view can be customized Multi level Security of Data & Secure data transmission Confidential Disclosures from KCS
  • 29. Confidential Disclosures from KCS MOBITRADE MobiTrade Reports MobiTrade mobility tool has been designed to serve a high end purpose. It is Mobile Platforms to support and map your business growth through sale. Any sales organization requires business intelligence which becomes a very critical factor for vital decision making. MobiTrade platform provides this intelligence through collating the data which is fed in by the sales end and collates to provide a range of report. MobiTrade Business Intelligence and MIS reporting Individual Performance wise Sales Report Individual tracking report Territory wise sales report Product wise sales report Order vs Dispatch report Inquiry Vs Sales call report Sales Forecasting Report Sales Mix report Customer Profiling Aging Report Trend Analysis Product Flow & Forecasting Report Area Wise Sales Report Zone Wise Sales Report State Wise Sales Report Helps devise and communicate the Annual Sales plan
  • 30. Confidential Disclosures from KCS MOBITRADE Integration of MobiTrade with any ERP system The MobiTrade tool has been designed to integrate with any ERP software which has been active in the supply chain of any large scale organization. But the tool is only meant to collate the data related to the sales and CRM functions. The MobiTrade can be integrated with SAP, JD Edwards etc..
  • 31. Confidential Disclosures from KCS MOBITRADE Hardware Requirement & pre requisites
  • 32. Confidential Disclosures from KCS MOBITRADE High Level Implementation Plan
  • 33. Confidential Disclosures from KCS MOBITRADE Implementation Raci Matrix MobiTrade Implementation is an implementation which involves an agile development methodology. On the first level the basic modules are made to order as per the sales process of any organization. Once these basic modules are implemented and the tools is taken in to practice several customizations come in to view based on to the adaptation of the same as per the sale culture and departmental and zonal requirement. On the second level these changes are carried out and implemented. On the whole a success full MobiTrade implementation takes in to account the processes and interaction of the people of the sales organization at several levels.
  • 34. Confidential Disclosures from KCS MOBITRADE After Sales support mechanism Help Desk Support and Ticket based Support System Help Desk Support will be provided by KCS to login support ticket. Dedicated Person will be available to attend support ticket via Telephonic Support, who can give step by step process explaining over phone. Priority: A Support Person will visit personally and attend within 8 hours of ticket login as per local time zone and distance. The training can be provided visiting them at their location as per above said cost matrix. Training Matrix - Training & Benefit and user guide Video Manual will also be provided along with the implementation of MobiTrade A mass training session to batch of 25 to 50 dealers will be held at regular planned intervals to train the sales team and the organizational head at site or a mutually agreed upon place. We shall also provide Video Manual CD which covers step by step process of each function in Regional Language i.e; Gujarati, Hindi, Marathi and English.
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  • 36. Confidential Disclosures from KCS MOBITRADE An Authorized user created by Admin, Will be able to enter the application by entering valid username and password. There will be two types of User: Type 1: ASM/Sales Officer/Sales Executive Type 2: State Head User can also request new password in case he/she forgets password. Each registered user will be in maintained and managed by Admin in “Active” or “De-active” mode. NextBack
  • 37. Confidential Disclosures from KCS MOBITRADE Upon successful login, User will be able to view below Dashboard/Home page. Task (Root Plan): User can view his/her Task(Root Plan) allocation of the day. Sales Contract: User can view his/her Sales Contract details with status. Distributor User can see his/her list of distributor allocated with distributor profile such as name, code, Contact details, contract history etc. Price and Stock Inventory: This will allow user to view depot wise price and stock inventory User on Map: It will allow State Head and Management to stay connected with team in the field by locating them on map. (GPS has to be “ON”) Report: User would be able to view activity and performance report over here. Change Password: User can change his/her password which will be stored on Admin panel. Log Out: User can log out from system and will return to login page. NextBack
  • 38. Confidential Disclosures from KCS MOBITRADE This will allow user to view list of allocated task of the day with name of Distributor, Dist. Code, Date, Contact details, location, Comments and Status It will also allow user to locate the Distributor. User can edit status of Task by selecting Edit option. User can also directly book the Sales Contract by selecting appropriate Distributor uon confirmation. User also have an option to Add new task from this page itself Will allow user to return to previous page. NextBack
  • 39. Confidential Disclosures from KCS MOBITRADE User can also “Sort By” Task with option to sort by Date, Location, distributor and Status. User also have an option to “Search” from task allocation for required details upon appropriate entry. NextBack
  • 40. Confidential Disclosures from KCS MOBITRADE To Add new task, User is required to enter mandatory details such as Task Name, Select Distributor, Schedule, and Status. Remark and Distributor comments would be optional as it can be filled post distributor visit OR can be filled if the visit is done already and user is entering Task to upload the details) User will be required to select Distributor and Status from master records as shown in next pages. Will allow user to return to home page. NextBack
  • 41. Confidential Disclosures from KCS MOBITRADE User is required to select Distributor from master data which he/she will be able to search as they type name of distributor. User will be required to select appropriate Distributor from the search result as show here. NextBack
  • 42. Confidential Disclosures from KCS MOBITRADE User is required to select Status from Pre-defined status stages. User will be required to select appropriate status from the options to indicate current status of the Task. NextBack
  • 43. Confidential Disclosures from KCS MOBITRADE User is required to select task schedule by selecting appropriate date (mm/dd/yyyy) and time. Will enter selected schedule for the task in the “Add Task” form. Upon entering all the details and field selection, User can save the task which will show in his/her task allocation list. It won’t allow user to Save any Task until all the mandatory fields are filled with details. NextBack
  • 44. Confidential Disclosures from KCS MOBITRADE Upon successful entry of mandatory and optional fields with details, Task summary would look as shown here with name of Task, Dist. Name (Selected), Schedule (Entered), Status (Selected) and Remarks (entered) NextBack
  • 45. Confidential Disclosures from KCS MOBITRADE User can directly view list of Sales Contract booked by him/her with summary of contract such as booking ID, Distributor Name, Rate, Quantity, Date, Time, Status and SO # within his/her territory and list of distributor. It will allow user to enter new “Sales Contract” which will redirect him/her to “Add Sales Contract” Page. Will allow user to view Sales Contract details. Will allow user to return to home page NextBack
  • 46. Confidential Disclosures from KCS MOBITRADE Sort By: User can also sort the “Sales Contract” for ease of view by Date, Booking #, PO #, Distributor Name, Amount and Status. Search: User can search from records as per requirement by entering appropriate search. NextBack
  • 47. Confidential Disclosures from KCS MOBITRADE User is required to Enter valid details in all the mandatory fields to add Sales Contracts from Search and selection menu. Fields includes, Distributor name, Shipping Address, Payment Term, Inco terms, Contract Type, Sales Area, Remark and Item. This will allow user to add item with required fields. Once all the details are filled, User has to get it signed from Distributor before saving the Contract. Will allow user to return to home page NextBack
  • 48. Confidential Disclosures from KCS MOBITRADE User is required to select Distributor from master data which he/she will be able to search as they type name of distributor. User will be required to select appropriate Distributor from the search result as show here. NextBack
  • 49. Confidential Disclosures from KCS MOBITRADE User is required to Enter valid shipping address if it’s different from Billing Address. Will Complete the action and enter details under Shipping address field. Similarly user will select Payment Terms and Inco terms from master data and enter valid Remarks, if any. NextBack
  • 50. Confidential Disclosures from KCS MOBITRADE User will be required to enter Item name and Code which they will be able to pull from master as they type in search along with Quantity. User won’t be able to enter rates as it will directly reflect against, item and quantity predefined and managed by authorities. Will complete the Action and save data of an Item on Item Table. Will allow user to delete entered item for corrections, if any before saving it. NextBack
  • 51. Confidential Disclosures from KCS MOBITRADE Once all the details are filled and entered, User will be required to get it authorized by Distributor by his/her signature with name. Will complete the Action and save data of an Item on Item Table. Will clear entry for correction, edition if any. Upon completion of all the required field entry, selection, signature, User would be able to Save the Contract for proceedings. NextBack
  • 52. Confidential Disclosures from KCS MOBITRADE Upon successful entry/selection of details, the Sales Contract would look as shown here with details in resp. fields NextBack
  • 53. Confidential Disclosures from KCS MOBITRADE Upon login, user can also directly move to this page, which will give him/her list of Distributor with their basic details such as Distributor Name, Dist. Code, Location, Contact details etc. It will also show summary of “Check points” which user is required to check upon before placing Contract such Credit Limit, Last Purchase, Outstanding Payment. Will allow user to view Distributor history. Will allow user to directly book order for an selected Distributor. Will allow user to return to home page NextBack
  • 54. Confidential Disclosures from KCS MOBITRADE Distributor History will allow user to view to view Distributor history which includes Booking ID, Sales Contract #, Rate, Status, Quantity, Date and Time. Will allow user to view Distributor Sales Contract details. Will allow user to return to home page. NextBack
  • 55. Confidential Disclosures from KCS MOBITRADE Upon login, User can also check stock today’s Depot wise product Rate and stock Inventory. User have an option to view Depot wise, item details with available quantity details which he/she can use it as information guideline before placing a contract for specific depot and product at a given price. Will allow user to return to home page. NextBack
  • 56. Confidential Disclosures from KCS MOBITRADE Upon successful login, User will be able to view below Dashboard/Home page. Task (Root Map): State Head can select Sales User from the list to view his/her activity as default view will be of State Head. Sales Contract: State head can view Sales Contract activity of team members including himself/herself and can also add new Sales Contract for the Team. Distributor User can see his/her list of distributor allocated with distributor profile such as name, code, Contact details, contract history etc. Price and Stock Inventory: This will allow user to view depot wise price and stock inventory User on Map: It will allow State Head and Management to stay connected with team in the field by locating them on map. (GPS has to be “ON”) Report: User would be able to view activity and performance report over here. Change Password: User can change his/her password which will be stored on Admin panel. Log Out: User can log out from system and will return to login page. NextBack
  • 57. Confidential Disclosures from KCS MOBITRADE State Head can select Sales Office from the list to view his/her Sales Contract Details and records. State Head can also sort and search them by Booking #, Rate, Status, Date as well if needed. State head also has an option to search specific details from Sales Contract of an individual Sales Office by entering appropriate Search. Will allow State head to view Sales Order details with Distributor name, Item, quantity, Status, Rate etc. It will allow State Head to enter new “Sales Contract” which will redirect him/her to “Add Sales Contract” Page. NextBack
  • 58. Confidential Disclosures from KCS MOBITRADE State head can also enter the Sales Contract for himself/herself following the same process as described above AND can also enter the same for his/her team member as well. While selecting New Sales Contract, State head will have an option to Select State Officer from the list allocated in his/her team. This will allow user to add item with required fields. Once all the details are filled, User has to get it signed from Distributor before saving the Contract. Will allow user to return to home page NextBack
  • 59. Confidential Disclosures from KCS MOBITRADE Upon Selection of Sales Officer, State head can view task allocation with details of an specific Sales Officer of his/her team. It will also allow user to locate the Distributor. User can edit status of Task by selecting Edit option. User can also directly book the Sales Contract by selecting appropriate Distributor upon confirmation. User also have an option to Add new task from this page itself for Sales Officer. Will allow SH to return to previous/Home page. NextBack
  • 60. Confidential Disclosures from KCS MOBITRADE To Add new task, SH is required to enter mandatory details such as Task Name, Select Distributor, Schedule, Status, Remark and Distributor comments (It can be filled post distributor visit OR can be filled if the visit is done already and user is entering Task to upload the details) User will be required to select Distributor and Status from master records as shown in next pages. Will allow user to return to home page. NextBack
  • 61. Confidential Disclosures from KCS MOBITRADE User on Map can allow State Head to track their team members by selecting an appropriate User/member. It will show their location history with location, date and time on map State Head can select user from this drop down list to view location map. It will allow State Head to view user details data wise by entering Start and End date. Will allow to zoom in/out to have exact location details. Will allow user to return to home page. NextBack