USER MANUAL Role: Salesman

Transcription

1 USER MANUAL Role: Salesman Version Mobile. Tablet Android OS

2 1. Log - in Working Screen... 3 FUNCTIONAL OVERVIEW... 4 I. VISITING... 5 SOME SCREEN NOTICE APPEARS Warning the distance over allowed distance Choose form Sales II. CUSTOMERS CONFIRM CLOSED III. ORDER IV. ADD NEW CUSTOMER V. VIEW CUSTOMER INFORMATION VI. SALES RESULTS General Statistics Screen View the Sales Detail Sale result by day VII. VIEW PRODUCT INFORMATION View Product Detail... 18

3 INTRODUCE DMS PLUS is the solution to manage and supervise centralized Sales, Support Control System Distribution Sales and market effectively. Subsystem for Salesman (salemans) of the solution to be installed on mobile devices running the Android operating system. PLUS DMS solution provides the following utilities salemans Proactively monitor and manage the progress of work Finish Visit and support the implementation of Route Customer Care in the Date Place Order quickly and accurately New Customer Development Potential TECHNICAL REQUIREMENTS Requirements for equipment Mobile phone version of DMS solutions PLUS is a version for Android devices with screen sizes less than 7". The good support for Android mobile phone to the latest version 4.0. Check the Android version: Go to Settings -> Device Information Requirements remain connected During use, the program required to maintain the connection to the Internet via Wi-Fi or 3G. Requirements for location services In order to increase the accuracy of job or create a new Customer Customer Visit program's requirements salesmen Mobile phones must be turned on Location based services. To enable positioning, go to Settings - select Location - then select Enabled.

4 Introduce DMS System 1. Log - in On-screen list of applications installed on your computer, select the program icon to open the application. èimplement Name enter login and password to access the System 2. Working Screen Salemen Working screen includes a function menu to the left, and the main display is located on the right Note corresponding to each function. To access the function menu, click the icon

5 MAIN FEATURES FUNCTIONAL OVERVIEW Purchase Delivery Order Review Visit Customer Choose customer Start Visit Close Feedback Take photo End Visit Dmsplus App Sales Results Make new order Products Sales result by day Sales result by customer Customer Detail Order Informatin Review New Customers Note: Functions Order while only Visit Customer ordering assigned to care Route Date. To put the other order, use the Order.

6 I. VISITING Step 1: Select Customer èstep 2: Start Visit è Step 3: {Order, Customer Gathering opinions, shoot Photo}è Step 4: Finish Visiting Step 1: Select Customer 1. On the menu, select to display Visit Customer List screen to Visit in Date (including Customer Name - Customer Address - Status Visit). Visited Customer symbol 2. Select 1 Visit Customer not on List. Or alternatively: Select the icon screen icon to open the screen Route Map: Visit Customer location has visited Visit Customer positions has not visited yet Visit Customer not choose one, click "Visit"

7 Step 2: Start Visit 1. Select the icon "START VISITING" to perform action. The program will locate the Location of salesmen in the second before the screen Visit. If exceeded the Distance Location Customer Visit allow or equipment can not locate the Location will show Warning for User, select: Reload Data: To reposition Cancel: Quit - no further Next Visit Next: Start Visit and accept Distance noted.

8 Step 3: Visit the Customer Operations - Order - Take Photo - Get Customer reviews At one point salesmen can only visit one Customer. Where the phone battery is dead or sudden stop, the System will Save Storage Status of Customer Visit log until relogin application. Step 3: - Order 1. Select the type of order + With Van Sales salesmen is selected form the Pre- Sales Sales or Van-Sales. For Van-Sales Order default will always and without Approval Visit Information Delivery Select. + With Van Sales salesmen not then skip this step. 2. Select Product - Enter Quantity salesmen need to select at least one set Order Product to perform Drag the "TOTAL CASH" uphill to see the Order has placed detail. In the Order detail screen, salesmen can review and edit the Quantity row set. 3. Select the icon to proceed to the Add Visit Information Delivery 4. Choose form Delivery - Enter notes, if any.

9 For the form "Delivery to other Date", salesmen need to select "Time Delivery". 5. Select Confirm Order detail. Select "discount" and enter the amount, if any for Customer Discount. 6. Choose to Final placed Order. Comments: This screen will Final process Place Order, Visit Information Order will temporarily Save on Mobile phones. Back Order Order salesmen could change before the end Visit Order.

10 Step 3 - Get Customer reviews 1. Select the "Input comments" to begin importing Customer reviews. 2. Select to enter an review Final. 3. Select to record Customer opinions. Note: Click to close the screen salesmen can input more reviews by repeating the steps 1.2 before performing step 3.

11 Step 3: - Capture Photo Visit salesmen allowed to take a Photo to Visit. 1. Capture Normal Photo 2. Review Photo just taken 3. Choose to Save and manipulate Final Note Capture Photo Close shutter Photo window Visit Each time, unique Salesman can only sent one Photo Visit. Step 4: Finish Visit Click to End Visit. After Finish the Visiting, Salesman can review data Order, or Customer reviews Photo taken (if require)

12 SOME SCREEN NOTICE APPEARS Warning the distance over allowed distance Warning appears when the distance between Salesmen and large stores are visiting than allowed p. Actions Reload Data: Perform repositioning Next continue: Skip navigation and continue Next Visit Cancel: Cancel the visiting 1.1. Choose form Sales salesmen choose one of the following two forms of Sales Pre-Sales: Normally Sale Van-Sales: Saleman ship by truck

13 II. CUSTOMERS CONFIRM CLOSED Step 1: Select Customer èstep 2: Take a Photo Confirm Closed shop. Visit at the moment, if the Customer is absent, Closed salesmen done. 1. Click on the icon "CUSTOMER CLOSED" 2. The program defined Location for a moment 3. Salesmen take Photo Closed 4. Select to Final Closed

14 III. ORDER Support System for Customer Order bookings No.e Date Current Route, or add to the Customer Order've Visit in Date. The steps to create 1 Order: Select customer è Select Product è Type Customer Delivery Informationè Confirmation and send Order 1. On the menu, select Order to display the list created in the Order Date. List the system displays the Order (including Visit Order Information Order and Status incurred in Date. 2. Choose to set a new Order 3. Select customers need to create Order 4. Select the type of order 5. Select Products - Quantity Enter the corresponding salesmen need to select at least one set Order Product to perform Drag the "TOTAL CASH" uphill to see the Order has placed detail. In the Order detail screen, salesmen can review and edit the Quantity row set. 6. Choose the icon to proceed to the Add Visit Information Delivery 7. Select the form Delivery - Enter notes, if any. For the form "Delivery to other Date", salesmen need to select "Time Delivery". 8. Select the switch to detail steps Confirm Order. Select "discount" and enter the amount, if any for Customer Discount. 9. Choose to Final placed Order. Orders were Approval Approval pending order Order rejected Orders made when disable Location. Orders made when determining Location or Order is created when Visited

15 IV. ADD NEW CUSTOMER 1. On the menu, select New Customer Registration to display the Customer List created in Date. Customer List display systems (including Customer and Information Visit café Approval Status) 2. Choose to add a Customer 3. On the new screen Visit Information, Visit Information necessary to enter, including: Enter the respective Customer Name, select the type Customer, county / district, address, Mobile, Phone number, , Contact and Notes 4. Location of New Customer Information will be automatically updated or salesmen select the icon updates 5. Press the New Customer Information and Finish the registration. for Ghi chú Required information includes Location, Customer Name, Customer type, county / district, address, Mobile number. Ghi chú Customers Approval Customers waiting Approval Customers rejected

16 V. VIEW CUSTOMER INFORMATION Customer Information screen include 3 parts SUMMURY, STATISTIC and POSITION. Part SUMMURY including Visit Information on Customer Name, Customer type, location, phone number Customer. In it, salesmen allowed Customer edited phone number. The statistics include the Visit Information about the Productivity Month ago, Productivity Current Month, Month Quantity of orders as of the present time, 3 Month recent Revenue and 5 recently Order List The POSITION allows salesmen view of the Customer Location. salesmen can have permission to edit the Customer Location. Comment: Click to edit the corresponding Visit Information

17 VI. SALES RESULTS General Statistics Screen Screen of Statistics updated general situation and the progress of work of salesmen in this month. Information on the progress of work includes two indicators of actual and planned finish. Visit Information of work schedule provided Visit Count Sales Revenue Number Date Sales 1. Select "See detail" too see detail revenue. 2. Click "View details" to see at the Date Sales Results View the Sales Detail Sales detail screen displays the cumulative sales in the Month to the present time. Sale revenue deviced by Customer: 1. Select 1 to view Customer Order and Price List Order laid in the Month value as of the present time. 2. Click Order to see the Order Information

18 Sale result by day Màn hình hiển thị doanh số bán hàng, sản lượng và số đơn hàng theo ngày. The screen display Sales, Productivity and the Order by day. Drag left and right to see the results of the Sales Date Date earlier and later. VII. VIEW PRODUCT INFORMATION 1. On the menu, select the product to display the Product List, including the Information Visit: - Product Name - Photo Product - Price Product 2. Click to view detail of Product respectively. Users can choose to Search Product Figure 1. Screen Product List

19 1.1. View Product Detail The screen provides the entire Visit Information Product Name Product as, shape Photo, Product Code, Product Price unit. Hình 2. Sreen of Product Detail