SFA
Transcript of SFA
![Page 1: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/1.jpg)
Sales Officer Training on
Heera Software Pvt. Ltd Presents
Sales Force Automation
Date: Monday, April 12, 2010
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 2: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/2.jpg)
Objective
• To empower PC to increase distributionefficiencies wrt sales, coverage andproductivity
• To ensures proper placements of SKU’sbasis RE and MSSbasis RE and MSS
• To helps PC to monitor his daily targets &enable him to maximize his incentiveearnings.
• It helps in reducing unproductive time byautomating bill generation at RD point.
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 3: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/3.jpg)
Process flow
OUTLET
Outlet, SKU
PC takes Order
MERANET
RD.net
Orders
Outlet, SKU
Master &
Scheme
Sales data
Orders get
converted
to bills
basis stock
on RD.net
![Page 4: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/4.jpg)
Information available on handheld
• PC’s month and day targets
• List of All SKU
• List of outlets
• Scheme Applicable to the outlet• Scheme Applicable to the outlet
• Outlet historical data
• Outlet’s pending bills for payments
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 5: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/5.jpg)
Norm SettingNorm Setting
Only Sales officers are allowed to set the norms
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 6: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/6.jpg)
Purpose
• Set the order quantity for for placementoutlets like Purple King, Purple Prince,BKB (Bournvita Ke Badshah) & BCC(Bournvita Chemist Club)
• Initially norm quantity is calculated asaverage sale of last 3 months
• SO can change these norms.
• Norm set by the SO will be taken as basisfor calculating the order for these outlets.
![Page 7: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/7.jpg)
Click here to
change the norm
quantity
![Page 8: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/8.jpg)
Exporting data to handheld
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 9: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/9.jpg)
![Page 10: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/10.jpg)
![Page 11: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/11.jpg)
![Page 12: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/12.jpg)
Order booking on HandheldOrder booking on Handheld
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 13: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/13.jpg)
Start Application
Click here to Click here to start
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 14: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/14.jpg)
Enter password
Screen 1 – Login screen on SFA
Click this button to open Soft Keyboard
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 15: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/15.jpg)
MTD target and achievement status as first
screen
Screen 2 – MTD Performance Tracker
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 16: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/16.jpg)
PC can view his day
achievement. This will keep updating after
each order on the field
Screen 3 – Target for Today
field
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 17: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/17.jpg)
PC can click the outlet and more info of the outlet is displayed.
Details include RE, Placement program , Average per visit sales, target,
Outlet List for the
Screen 4 – RLA for Today’s beat
sales, target, MTD achievement and current order.
Also links for order, collection and details are displayed
for the planned Beat is displayed.
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
No Order Order booked Selected Outlet Not started
![Page 18: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/18.jpg)
Screen 5 – Scheme display
Schemes applicable to applicable to the outlet, basis RE
![Page 19: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/19.jpg)
If outlet is not giving the order, PC to select the relevant option and the reason
Screen 6 – Scheme display
and the reason for the same
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 20: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/20.jpg)
Order Form displays MSS and Focus Skus on top in the Sku
List also displays Avg sale in units and current order if recorded.
In case of
Screen 7 – SKUs screen for Order Booking
top in the Sku list shown.
In case of Placement outlets, Norm will be displayed line wise.
MSS SKU Booked SKU Purchased Once in Month Non MSS SKU
![Page 21: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/21.jpg)
Screen 8 – SKUs Filtration
Click here to filter the SKU list Brand, Category, MSS wise
![Page 22: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/22.jpg)
Screen 9 – SKUs screen for Order Booking
Select the Brand.SKU will displayed displayed automatically
Order value, lines booked and last purchase date by outlet is displayed at the bottom of the screen
![Page 23: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/23.jpg)
Numeric pad to enter quantity
Screen 10 – Order Recording Form
Enter the order quantity
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 24: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/24.jpg)
History of outlet –SKU can be displayed by clicking History button.
Screen 13 – Order Entry
This form allows PC to record UOM, RODs and Returns for selected SKU
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 25: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/25.jpg)
Screen 11 – Return Recording Form
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Click on option to enter Returns, Schemes or view to history
![Page 26: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/26.jpg)
Screen 12 – Return Recording Form
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 27: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/27.jpg)
Outlet Bill wise history can be displayed by clicking
Screen 14 – Outlet history
clicking History option on order form
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 28: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/28.jpg)
On Click of Finish button, Final confirmation form is displayed.
This screen will show MSS achievement MTD
Screen 15 – Order Confirmation
achievement MTD and wrt current order too.
On click of Ok button, day target is refreshed and displayed
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 29: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/29.jpg)
Screen 16 – Record Collection
Select Yes if there is any collection for outstanding
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
outstanding bills
![Page 30: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/30.jpg)
Screen 17 – Record Collection
Enter amount collected, select cash or cheque, if cheque then select date of cheque
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 31: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/31.jpg)
New Outlet Creation | Ad display
New Outlet can be
created by PC
Advertisements can
be shown
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 32: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/32.jpg)
Reports on HandheldReports on Handheld
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 33: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/33.jpg)
Report – Order list
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 34: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/34.jpg)
Report – RDSM Day Target
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 35: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/35.jpg)
Report – RDSM MTD Performance
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 36: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/36.jpg)
Report – SKU wise Order qty
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 37: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/37.jpg)
Generating bills at RD pointGenerating bills at RD point
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 38: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/38.jpg)
![Page 39: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/39.jpg)
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 40: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/40.jpg)
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 41: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/41.jpg)
List of Orders is first displayed.Clicking each order will show SKU wise details in bottom table.
Outlet will be displayed in Red colour if any of the SKU can not be billed due to less stock.RD can change the order quantity. Original quantity is preserved.
![Page 42: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/42.jpg)
This screen shows SKU wise summary of Orders booked and SKUs below stock are marked Red.
Bottom Table displays Outlet wise details of the SKU.RD can change Order quantity here too.
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 43: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/43.jpg)
![Page 44: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/44.jpg)
ReportsReports
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 45: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/45.jpg)
![Page 46: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/46.jpg)
List of Reports
• Order Time analysis
• Order status
• Fill Rate report
• Scheme Applied• Scheme Applied
• Bill Count Status
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
![Page 47: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/47.jpg)
Order Time Analysis
![Page 48: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/48.jpg)
Order Status
![Page 49: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/49.jpg)
SFA Fill Rate Report
![Page 50: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/50.jpg)
Scheme Applied
![Page 51: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/51.jpg)
Bill Count Status
![Page 52: SFA](https://reader031.fdocuments.in/reader031/viewer/2022020122/546d3c67b4af9f8e038b4623/html5/thumbnails/52.jpg)
Thank youThank you
Prepared & developed by Heera Software Private Limited for Cadbury India Limited