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
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.
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..
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.
35.
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.
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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
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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.
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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.
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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.
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