STOCKIEST PORTAL DOCUMENT FOR SUN STOCKIEST PORTAL Internet Browser Requirement : Please Install Mozilla Firefox 3.6.2 / 3.6.13 version or any higher version of Mozilla Firefox browser. If already installed check the current version of Mozilla Firefox. Go to Help About Mozilla Firefox and check version number. Ensure current version is 3.6.2/3.6.13 or higher. IMPORTANT NOTE : Earlier for Invoice Download, we were using Internet Explorer 6 and above versions, but we bring Invoice Download also on same platform now, i.e. Mozilla Firefox, to make all options available on one, and same platform of Mozilla Firefox Browser. PREPARED BY : MIS SPIL ANDHERI 1 STOCKIEST PORTAL DOCUMENT
Steps for Logging in to Stockiest Portal Server : Visit our Stockiest Portal Server @ http://stockist.sunpharma.com You will be redirected to Login page as shown below. Use your predefined User name and Password to log in to portal. If you have never used this, and don't have User Id and password to login into server, pl contact your CNF location for the same. Always log in with Login Option as RIA Lite. PREPARED BY : MIS SPIL ANDHERI 2 STOCKIEST PORTAL DOCUMENT
Once you're able to log in successfully, you will be redirected to following home page. Towards the left hand side panel click on Stockiest Portal Menu, under which there are five menu options listed as : Stockist Portal Sales Order Form Sales Order (CONFIRMED) Sales Order (DRAFT) Invoice Download Upload File (This option is under development, where Sales Order Form details in XLS format can be uploaded directly, if you don't want to do manual entry through Sales Order Form option. File format will be provided on Portal server, asap). PREPARED BY : MIS SPIL ANDHERI 3 STOCKIEST PORTAL DOCUMENT
Sale Order Form From these available menu options, select Sale Order Form to proceed with placing Order to CNF. After Clicking on Sale Order Form it will display Order Form page, as shown in below screen. There will be some data related to Sales Order i.e. customer name and address details, your CNF site code, order date, transport mode etc. will be set by default. These are just display only fields and non-editable in nature. If you want, you can additionally enter your PO no reference and PO date for information, that can be used further while checking with CNF person. This is optional and can be left blank as well. Now click On Next. PREPARED BY : MIS SPIL ANDHERI 4 STOCKIEST PORTAL DOCUMENT
After clicking on NEXT, it will take approximately 1-2 minutes (may vary depending on Internet Speed at your end), to load and display Items screen as shown below. Items screen will display all items along with its code and description and division details. It will also display it's pack size as Integral Quantity or Scheme information (if any, applicable for respective item as per company policy), next to QTY 1 field, followed by unit description. IMPORTANT : To find any item on ITEMS screen, press CTRL+F key and it will enable FIND option in bottom of this screen, where you can type any letters matching item description, and cursor will automatically move to required item line. This way searching made very easy, to place order faster. Start by entering Quantity in Qty 1 Column, one at a time for all items that you would like to order. Qty must be in Multiples of Integral Quantity or Scheme applicable quantity, for respective item as shown under Pack size/ Scheme column. While entering quantity for any scheme item, pl don't consider free quantity, and place order only for scheme base quantity. Free quantity will be calculated and added in Invoice, as applicable. Once you enter Quantity for any Item and move to next item/record, Check Box for the same record, on left of the item line, will get auto marked. While saving this Sales order, system will include only those items in order, against which there's a tick mark. In case quantity is entered for an item,but there is no tick mark against it (if manually removed), then this item will not be saved in sales order. After entering quantity for all required items in this form, Click on Finish button visible at the bottom of this screen. Follow this process every time you want to place an order to CNF directly, thru portal server. Please log out from portal by clicking on Logout on completion of sales order form entry and Close the Browser. PREPARED BY : MIS SPIL ANDHERI 5 STOCKIEST PORTAL DOCUMENT
Sale Order Draft Sales Order (DRAFT) will display only those Sales Order Form transactions, which are pending to be processed by CNF location. This screen will show all sales order forms, whether it is placed by you directly, thru portal sever, or it is entered by CNF based on your given orders. Tran_Id which can be used as reference, to check your Order status with CNF Location. You can find mode of order, looking at Entry Source column in below screen, whether it is thru Portal or BLANK if by CNF. It displays your PO Reference details also, for your reference, you want to use at your end. PREPARED BY : MIS SPIL ANDHERI 6 STOCKIEST PORTAL DOCUMENT
Sale Order Confirmed Sales Order (CONFIRMED) screen will display all confirmed Sales Orders. Confirmed Sales Order means, ready to Invoice. You can find multiple Sales Orders for one Sales Order Form transaction which you placed earlier thru portal or it is entered by CNF. This Sales Order has reference link of Sales Order Form no, under SO Form No column in below screen, thru which it can be correlate between Sales Order and Sales Order Form. 1. For detailed information on selected Sales Order in above screen, Like items placed in order with order qty, invoicing details like Invoice nos and date, whether partial or fully invoiced, LR/Despatch details of Invoice etc. Click on MORE View Status button available above sales order details, on right side, besides View Data button. PREPARED BY : MIS SPIL ANDHERI 7 STOCKIEST PORTAL DOCUMENT
Attached below View Status screen showing invoice, dispatch, LR details along with other details, like total order quantity, quantity dispatched etc. PREPARED BY : MIS SPIL ANDHERI 8 STOCKIEST PORTAL DOCUMENT
Invoice Download You can download your invoices for a given period (last 30 days default at present) through this option. To download the invoices you need to 1. Click on Invoice download option on the left side panel. It will show a blank screen on right side, with an option of SEARCH OPTION. Click on the same. It will display below screen. 2. Select Month or Day as required for Current Scope: column. Date range will be set accordingly for current date or month. ( Week option is under development and not working) From and To Date also can be selected from calender by clicking on any date field. 3. Click on View data, once date range is set as mentioned above. PREPARED BY : MIS SPIL ANDHERI 9 STOCKIEST PORTAL DOCUMENT
4. This will display a list of invoices for the entered period in tabular form as shown below. 5. You can select any Invoice from the list (one at a time)and click on DOWNLOAD. A screen will appear as below, with an option selected, of Save File. Click OK button on this screen. PREPARED BY : MIS SPIL ANDHERI 10 STOCKIEST PORTAL DOCUMENT
This way selected Invoice will be saved in predefined path (as set in general TAB in below screen), mentioned in Save Files to option. Invoice downloaded will be save with default file name as invoice_download.csv. o END o PREPARED BY : MIS SPIL ANDHERI 11 STOCKIEST PORTAL DOCUMENT