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July, 2010

DCMS: Training ManualARB Portal for Role of ARB Cell Manager

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DCMS Web ApplicationARB Portal for the

Role of ARB Cell Manager

Training Manual

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Introduction

DCMS is a system, demanded by HPCL to remain leader in the LPG industry of India. This manual helps the Users logged in to the ARB Portal with the Role of ARB Cell Manager to get acquainted to the functionalities of the ARB Portal.

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Purpose

This manual guides the ARB Cell Managers on how to use the ARB Portal.

Intended Audience

ARB Cell Mangers

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Organization of the Manual

Section/Chapter Name Short Description

Login To Login to the ARB Portal.

Segment Management To manage the product Segments.

Category Management To manage the product Category.

Vendor Management To manage Vendors.

Sub Vendor Management To manage Sub Vendors.

Price Management and Vendor – Sub Vendor Password Management

To manage Product prices, ORC and Vendor and Sub Vendor passwords.

Product Management To manage Products.

Scheme Management To manage Schemes or offers.

Notice Board To create Notice.

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ARB Portal

ARB Portal of DCMS Web is used to carry out all activities related to trade of ARB Products.

1. To avail the service, one has to log in to the ARB Portal with the Log In ID and Password provided to them.

2. To log in, one has to enter the following URL into the address bar of the Internet Explorer, Mozilla Firefox or any other like Internet Browser:

http://<ServerName>/ARBPortal/index.aspx

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Login screen…

Login Id

Password

Log In

Login As: HPCL Officer

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1.Click on the radio button against HPCL Officer option next to Login As.

2.On entering the Login ID and the Password, the user is shown a Select User Role drop down Menu.

3.This list is customized to offer only those roles to an individual user that he should be able to log in with. Select ARB Cell Manager from the list.

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Login screen after clicking on Log In…

Select User Role

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The First Screen after a Successful Login…

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1. Products under ARB are broadly grouped under Segments. Each Segment again has various Categories of Products.

2. Management of Segments is undertaken using two screens:

a. Add Segment

b. Search Segment

Segment Management

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Add Segment

1. Provide a Segment Name and Segment Description.

2. Segment Status is automatically set to Active.

3. Click on the Save button.

4. An unique Segment Reference Number gets generated

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Save

Add Segment screen…

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Segment Reference Number

Add Segment screen after clicking Save…

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Search Segment

1. This screen can search segments even when no criteria are mentioned. For better search results provide one or more of the following criteria:a. Segment Codeb. Segment Namec. Segment Status

Providing more than one of the above criteria will greatly refine the search results.

2. Click the Search button. The search results get displayed in a paged table called the Search Results.

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Search Segment screen…

Search

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Search Segment screen after clicking Search…

Hyperlinked Segment No.

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3. In the Search Results table the entries of the Segment No. column remain hyperlinked.

4. Clicking on the Hyperlinked Segment No. in each row , displays the details of the corresponding Segment in a Segment Details screen.

5. To edit the details of the Segment, click on the Edit button.

Search Segment (Contd.)

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View Segment details…

Edit

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6. Clicking on the Edit button opens the details of the Segment in editable mode in the Edit Segment screen.

7. Make changes in the details as per requirements.

8. Click on the Save button. A message is displayed confirming successful completion of the action.

Search Segment (Contd.)

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Edit Segment screen after clicking Save…

Save

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Category Management

1. Each segment will have one or more categories. Each category will have a group of similar ARB items. Before creating any new ARB item, a valid Category should be created.

2. Category Management is undertaken using two screens:

a. Add Categoryb. Search Category

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Add Category

1. Provide the Segment Name under which the Category is to be created.

2. Provide a Category Name and Category Description.

3. Segment Status is automatically set to Active.

4. Click on the Save button.

5. An unique Segment Reference Number gets generated.

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Add Category screen…

Save

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Add Category screen after clicking Save…

Segment Reference No.

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Search Category

1. This screen can search Category even when no criteria are mentioned. For better search results provide one or more of the following criteria:a. Category Codeb. Category Namec. Category Status

Providing more than one of the above criteria will greatly refine the search results.

2. Click the Search button. The search results get displayed in a paged table called the Search Results.

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Search Category screen…

Search

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Search Category screen after clicking Search…

Hyperlinked Segment No.

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3. In the Search Results table the entries of the Category

No. column remain hyperlinked.

4. Clicking on the Hyperlinked Category No. in each row , displays the details of the corresponding Category in a Category Details screen.

5. To edit the details of the Category, click on the Edit button.

Search Category (Contd.)

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View Category details…

Edit

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6. Clicking on the Edit button opens the details of the Category in editable mode in the Edit Category

screen.

7. Make changes in the details as per requirements.

8. Click on the Save button. A message is displayed confirming successful completion of the action.

Search Category (Contd.)

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Edit Category screen after clicking Save…

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Vendor Management

1. Vendors are the third party Organizations that sell their own goods as ARB item under HPCL. Before creating any new ARB item, a valid Vendor should be created.

2. Vendor Management is undertaken using two screens:

a. Add Vendorb. Search Vendor

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Add Vendor

1. Provide the requisite information in the Vendor details, Address details, Payment details, Minimum Order Quantity, HPCL Vendor Agreement details and Permission details sections.

Fields marked with Red Asterisk are mandatory to be filled.

2. Click on Save.

3. An unique Vendor Reference Number is generated and displayed with the success message.

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Add Vendor screen…

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Remaining part of the Add Vendor screen…

Save

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Search Vendor

1. This screen can search Vendors even when no criteria are mentioned. For better search results provide one or more of the following criteria:a. Vendor Codeb. Vendor Statusc. Vendor Named. Brand Namee. Categoryf. State

Providing more than one of the above criteria will greatly refine the search results.

2. Click the Search button. The search results get displayed in a paged table called the Search Results.

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Search Vendor screen…

Search

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Search Vendor screen after clicking Search…

Hyperlinked Vendor Code

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3. In the Search Results table the entries of the Vendor

Code column remain hyperlinked.

4. Clicking on the Hyperlinked Vendor Code in each row , displays the details of the corresponding Vendor in a Vendor Details screen.

5. To edit the details of the Vendor, click on the Edit button.

Search Vendor (Contd.)

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View Vendor details…

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6. Clicking on the Edit button opens the details of the Vendor in editable mode in the Edit Vendor screen.

7. Make changes in the details as per requirements.

8. Click on the Save button. A message is displayed confirming successful completion of the action.

Search Vendor (Contd.)

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Edit Vendor screen after clicking Save…

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Sub Vendor Management

1. One Sub Vendor can be under more then one Vendors.

2. One Sub Vendor can belong to one or more Regions

3. Sub Vendor Management is undertaken using three screens:

a. Add Sub Vendorb. Search Sub Vendorc. Map Vendor – Sub Vendor

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Add Sub Vendor

1. Provide details in the Sub Vendor Contact and Other Information sections as required.

Fields marked with Red Asterisk are mandatory to be filled.

2. Click on Save.

3. An unique Sub Vendor Reference Number is generated and displayed with the success message.

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Add Sub Vendor screen…

Save

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Add Sub Vendor screen after clicking Save…

Sub Vendor Reference No.

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Search Sub Vendor

1. This screen can search Sub Vendors even when no criteria are mentioned. For better search results provide one or more of the following criteria:a. Sub Vendor Codeb. Sub Vendor Statusc. Sub Vendor Named. Vendore. Categoryf. State

Providing more than one of the above criteria will greatly refine the search results.

2. Click the Search button. The search results get displayed in a paged table called the Search Results.

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Search Sub Vendor screen…

Search

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Search Sub Vendor screen after clicking Search…

Hyperlinked Sub Vendor

Code

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3. In the Search Results table the entries of the Sub Vendor Code column remain hyperlinked.

4. Clicking on the Hyperlinked Sub Vendor Code in each row, displays the details of the corresponding Sub Vendor in a Sub Vendor Details screen.

5. To edit the details of the Sub Vendor, click on the Edit button.

Search Sub Vendor (Contd.)

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View Sub Vendor details…

Edit

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6. Clicking on the Edit button opens the details of the Sub Vendor in editable mode in the Edit Sub Vendor

screen.

7. Make changes in the details as per requirements.

8. Click on the Save button. A message is displayed confirming successful completion of the action.

Search Sub Vendor (Contd.)

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Edit Sub Vendor screen after clicking Save…

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Map Vendor – Sub Vendor

Screen not working properly. To be done later.

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Manage

1. This section deals with management of certain details in the ARB Portal.

2. It has four screens:

a. Configure Product Priceb. Manage Passwordc. Manage ORCd. Set Price Elements

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Configure Product Price

Configuring Product Price is a three step process:

Step 1: Vendor

i. Select a Segment and Category.

ii. From the List of Vendors, select the Vendor.

iii. Click the Next button.

iv. Click on Previous to go to the previous page.

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Set Product Price - Step 1: Vendor…

Add New

List of Vendors Selected

Next

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Step 2: Products

i. From the List of Products under the Vendor chosen in Step 1, select one or more Products whose Price is to be Configured. You can add multiple Products by clicking on the Add New link. Every time the Add Link is clicked, a new row is added to the table.

ii. Click on the Next button to go to the next step.

iii. Click on Previous to go to the previous page.

Configure Product Price (Contd.)

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Set Product Price - Step 2: Products…

Next

Add NewList of Selected

Products

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Configure Product Price (Contd.)

Step 3: Price

1. On this screen, View Product Pricing section pricing details of the Product, if that is available. For Products that are yet to be priced, its displays a “Pricing not set for this Product.”

2. In the View Pricing Elements section, the details of the Pricing Elements are displayed state wise.

3. To set the price of the Product in one or more of the States, select the rows corresponding to that state in the View Pricing Elements table.

4. Click on the Set Price button. The Configure Price section becomes active.

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Set Product Price - Step 3: Price…

Calculate Final Price

Edit

Calculate Final Price

Set Price

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5. In this section you can either provide the Final Price and calculate the Basic Price by clicking on the Calculate Basic Price button or provide the Basic Price and calculate the Final Price by clicking on the Calculate Final Price.

6. On clicking any of the two buttons discussed above, the MRP (Maximum Retail Price) gets set automatically while the MOP (Market Operating Price) has to be entered manually.

7. Prices are calculated as per the setting of the Product Pricing Elements.

8. Select the Effective Date and the Expiry Date.

9. Click on Previous in case you want to go back to the last used screen.

10.Click on the Finish button to save the operation.

Configure Product Price (Contd.)

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Set Product Price - Step 3: Price screen after clicking Finish…

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Manage Password1. This screen is used to Set or Reset login Passwords of Vendors or

Sub Vendors.

2. In the Selection Criterion section select the required Vendor and Sub Vendor

3. Provide the Current Password.

4. Provide the New Password and confirm it in the New Confirmed Password.

5. Click on Save to save the operation.

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Manage Password

Set PriceSub Vendor

Save

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Manage ORC

1. This screen is used to manage the ORC (Overridden Cost). It is the amount that a Vendor has to pay to HPCL for trading its goods through HPCL.

2. Select the Segment Name and the Category.

3. The list of Products is displayed in a table.

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Manage ORC

Selected Product

Set Price

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4. Select the Product whose ORC is to be set or reset.

5. Click on the Set ORC button.

6. Provide ORC Type from the drop down list, ORC Amount, Effective Date and Expiry Date.

7. Click on Save button to save the operation. Else click on Close.

Manage ORC (Contd.)

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Manage ORC (Contd.)…

Save

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Set Price Elements

1. This screen is used to set the Price Elements for different products in different states of the country.

2. Select Segment, Category and State from the corresponding drop down lists.

3. Click on the Fetch Details button.

4. The screen expands and the Choose Pricing Elements and the Configure Pricing Elements sections appear.

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6. In the Choose Pricing Elements section, select the Price Element Type and the Price Element from the corresponding drop down lists.

7. Click on the Add Price Element button.

8. A new row gets added to the Configure Pricing Elements table. Add the necessary information to this row like Effective Date, Expiry Date, Price Unit, any one of the fields Fixed Price OR Percentage (Not both!!!) etc.

9. Click on Save to save the operation. A success message is displayed.

Set Price Elements (Contd.)

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Set Price Elements screen…

Save

Add Price Elements

Fetch Details

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Product Management

1. Product refers to the items that are dealt with in ARB.

2. A Vendor may deal in more than one Products but a single Product is always under a single Vendor.

3. Product Management in the system is undertaken using two screens:

a. Add Productb. Search Product

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Add Product

1. Select the Segment Name, Category Name and Vendor Name from the corresponding drop down lists.

2. The Vendor Address Details get fetched automatically.

3. Provide necessary Product Details. Fields marked with Red Asterisk are mandatory to be filled.

4. Check off the Browse Image check box and click on Browse upload an image of the product.

5. Click the Save button to save the operation.

6. A newly generated Product Reference Number gets displayed along with the success confirmation message.

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Add Product screen…

Product Reference Number

Save

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Search Product

1. This screen can search Products even when no criteria are mentioned. For better search results provide one or more of the following criteria:a. Products Codeb. Products Statusc. Products Named. Vendore. Category

Providing more than one of the above criteria will greatly refine the search results.

2. Click the Search button. The search results get displayed in a paged table called the Search Results.

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Search Product screen…

Search

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Search Product screen after clicking Search…

Hyperlinked Product Code

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3. In the Search Results table the entries of the Product Code column remain hyperlinked.

4. Clicking on the Hyperlinked Product Code in each row, displays the details of the corresponding Product in a Product Details screen.

5. To edit the details of the Product , click on the Edit button.

Search Products (Contd.)

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View Product Details screen…

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6. Clicking on the Edit button opens the details of the Sub Product in editable mode in the Edit Vendor screen.

7. Make changes in the details as per requirements.

8. Click on the Save button. A message is displayed confirming successful completion of the action.

Search Product (Contd.)

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Edit Product Details screen after clicking Save…

Product Reference Number

Save

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Scheme Management

1. As in any trading organization, Schemes and Offers form an intrinsic part of the HPCL’s activities.

2. Scheme Management has been undertaken in this system using two screens:

a. Add Schemeb. Search Scheme

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Add Scheme

Adding a new Scheme is a three step process:

Step 1: Select Product

1. Provide a Promotional Name for the scheme.

2. In the Product Details section, provide a Segment Name, Category and Vendor from the corresponding drop down lists.

3. The list of Products under the said Vendor is displayed automatically.

4. Select one or more Products that will be included in the Scheme.

5. Click the Next button.

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Add Scheme – Step 1: Select Product screen…

List of Products selected

Next

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Step 2: Select Region

1. In the Select Region screen, select a Zone and click on the ‘>’ button next to it.

2. The Regions list gets populated. Select a Region and click the ‘>’ button next to it.

3. The Sales Areas list gets automatically populated. Select a Sales Area and click on the Next button.

4. Click on the Previous button in case you want to return to the last screen i.e. the Select Product screen.

Add Scheme (Contd.)

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Add Scheme – Step 2: Select Region screen…

Zone

Next

RegionSales Area

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Add Scheme (Contd.)

Step 3: Fill Other Details

1. Provide proper Effective Date, Expiry Date, Offer Type, Discount Base, Discount Value, Status.

2. Click on Previous to go back to the last screen.

3. Click on Finish to save the operation.

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Add Scheme – Step 3: Fill Other Details screen…

Finish

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Search Scheme

1. This screen can search Products even when no criteria are mentioned. For better search results provide one or more of the following criteria:a. Promotional Codeb. Promotional Namec. Vendord. Producte. Effective Date and Expiry Datef. Status

Providing more than one of the above criteria will greatly refine the search results.

2. Click the Search button. The search results get displayed in a paged table called the Search Results.

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Search Scheme screen…

Search

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Data not available in Search screen. To be done later.

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Create Notice

1. In the Notice Details section, enter the message to be displayed.

2. In the Applicable To Users section, select the type of users who are supposed to view the Notice.

3. Provide the Start Date and the End Date for the Notice.

4. Click on Save. A success message is displayed.

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Create Notice screen…

Save

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Create Notice screen after clicking Save…

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Thank You