Bizom for PSRs User Manual

33
Mobisy Confidential PSR USER MANUAL on for

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Bizom for PSRs User Manual

Transcript of Bizom for PSRs User Manual

Page 1: Bizom for PSRs User Manual

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PSR USER MANUALon

for

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Prior starting a daily sales process following checklist to be ensured by a PSR Device battery to be fully charged

GPS should be ON

Mobile Data should be ON

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GPS should be ON

Mobile Data should be ON

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Contents• Installing• Login to• Marking Attendance• Entering Sub-Distributor Closing Stock • Adding Outlet• Taking Order• Activities : Adding Comments• Activities : Taking Picture• Submitting Order• User (PSR) Info• End of Day Report

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• To Install open the play store on your device.

Open this

Installing

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Type here“ bizom ”

Installing • Type “bizom” in search bar in play

store

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Click on Bizom application.

Installing • Bizom’s icon will appear upon

search.

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Click here

• Click on “INSTALL” button to install bizom application.

Installing

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• Bizom icon will appear in installed applications

Installing

Open this

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• Bizom login screen will appear

Log in

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• Enter your username & password provided to you.

• Click Login

Log in

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• Taking your picture• Click on camera icon and your

device’s camera will start.• Click your self-photograph

Marking Attendance

Click here to take picture

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• As photograph is taken mark your attendance by clicking on green tab “Present”

Marking Attendance

Click present to mark your attendance as present

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• After marking attendance such screen will show up.

• Click on “SubDB Closing Stock” to enter Sub-Distributor Closing Stock before starting day’s journey.

Sub-Distributor Closing Stock

Click Here

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• To enter current stock at Sub Distributor click on Pencil Icon on the above showed location.

Sub-Distributor Closing Stock

Click Here

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• Enter the current stock for each SKU

Sub-Distributor Closing Stock

}Enter Stock in these boxes w.r.t particular SKU’s

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Sub-Distributor Closing Stock

Click Submit

• After entering stock levels for each stock click submit.

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Adding Outlet

• To Add Outlet click on Add Outlet Tab

• Add Outlet on field visit while actually visiting outlet so that location of the outlet will also get captured.

Click on Add Outlet

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Adding Outlet

1.Select Beat in which outlet Falls

2.Select Outlet Type from dropdown menu}3. Enter

details in respective boxes

4.Click Add Note : Particulars marked with * are mantory to enter

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Adding Outlet

• Select the area in which outlet has to be added.

• Click Submit.

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Adding Outlet

• If order has to be taken from that outlet then click Yes or else click No

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Taking Order

• Out has been added• Click on outlet to take order from

this outlet.

Click Here

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Taking Order

• This page shows outlet info• Similarly, Activities & ORDERs Tab

Shows Past Activities & Orders given by that particular outlet.

Click here to Edit Outlet info

To Call Outlet

To Email

Click here to take Order.

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Taking Order

Click here to Select Category

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Taking Order

• Categorical List will Pop up.

• Select Appropriate Category.

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Taking Order

• List of SKUs in selected category will be visible

• Enter order in Units/Cases in corresponding boxes

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Taking Order

Product can also be searched by entering product name here.

Click on Add Comment to comment on particular order

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Adding Comments

Add Comment Here

• Comments can be added for that particular order.

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Taking PictureClick here to Take Picture and Camera will start • Per Outlet 3 Pictures can

be taken.

Click here for viewing order before submitting

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Submiting Order

• Order from that outlet in tabular format is visible.

• Check “On Location” if order is been taken by actually visiting outlet.

• Uncheck “On Location” if order is not taken by visiting outlet. For e.g. Order taken on Phone for Non PJP Outlet.

• Click submit to punch order

Click Submit

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User Info

User ( PSR ) Info can be edited from here

Last EoD Reports can be viewed by clicking this.

Click here for EoD Report Submission

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End of Day Report

• EoD Report Shows PJP /Non PJP calls made

• On location/Off Location calls made

• Shows number of productive calls

• Outlets Added/Not visited

• On location/Off Location calls made

• Today’s Order Details

Click here to send

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Thank You!