Transcript Order Booking Process

Lite 2.1
Android – Application for
handheld devices
Topics
• Installation Process
• Synchronization - I
– Computer to Handheld device
• Order booking
• Synchronization –II
– Handheld device to Computer
Installation Process
• Pre-work
• Ensure that the Handheld device is fully charged before the installation
• Insert 2 GB Memory Card in Handheld Device
• Ensure no other device is attached to the computer during installation
process
• Remote Access
• Call up DMS help desk / Branch IT coordinator and initiate the process
to provide control of your system (computer) thru remote access
• Installing Drivers for the hand held devices
• Once the remote access is active, Insert CD provided with hand held
device by the manufacturer
• DMS help desk will then load the appropriate drivers of the hand held
device in the computer
Installation Process..contd
• Connecting the handheld device to the computer
• Turn on the hand held device
• Connect the Handheld device to computer via USB cord
• Once connected drag the USB logo showed on your hand held device (A )
in downward direction
• Click on the box “USB Connected” – (B)
(A)
(B)
Installation Process..contd
– After completing the steps in the earlier slide click on the button “Turn
on USB Storage” & then on “OK” as showed in the image below
Click Here
Click Here
Installation Process..contd
– The following screen will automatically open on your computer
– The help desk will now create two folders & copy the application file
thru remote access in the handheld device drive
– Help desk will also copy DMS sync tool on the computer’s desk top
Handheld Drive
Create New Folder Name
: Inputfiles
Create New Folder
Name : Outputfiles
Paste file here ( File
Name :
ColgateDMS2.1.apk)
Installation Process..contd
– To install the DMS lite application USB port needs to be turned off,
please follow the steps as given in the images below for the same
(A)
Drag
USB logo in
downward
direction
(B)
Click on the
button to turn
off the USB
(C)
Click on
the
button
Installation Process..contd
– Click on the My Files icon as showed in the image – 1
– Click on Colgate DMS.apk file as showed in image-2
Image 1
Image 2
Click on My files
Click on
ColgateDMS2.1.
apk
Installation Process..contd
– Click on the Install button - Image 1
– Installation would then start automatically as showed in image -2
– In less than minute the installation would be completed - Image 3
Image 1
Image 2
Image 3
Installation Process..contd
Drag the screen to left
On the next screen of your device
you can see the DMS lite1.0 icon,
this indicates that your installation
process is competed
Topics
• Installation Process
• Synchronization - I
– Computer to Handheld device
• Order booking
• Synchronization –II
– Handheld device to Computer
Synchronization I
• To transfer SSM route from computer ( DMS )
to hand held device
Open DMS
Transfer Route - DMS to Handheld
Select Salesman & Route Click on Download
Connect Handheld with PC & Connect USB
Drag Down
Click Here
Click on turn on USB storage & Click on ok
Click Here
Click Here
The following screen would appear on the handheld device,
indicating that the devices is attached to the computer
Click on DMS Data Sync Application icon on your
computer’s desk top screen
DMS_DataSync_2.1
Sync Tool Open
Click on Sync Button
On successful transfer of route following message
would appear on your computer
Disconnect - USB
Drag Down USB
Click on Turn off USB
Turn off USB
Topics
• Installation Process
• Synchronization - I
– Computer to Handheld device
• Order booking
• Synchronization –II
– Handheld device to Computer
Order Booking Process – Uploading Route
Click on Icon DMS Lite & Wait for few seconds
Click on DMS Lite
Order Booking Process – Uploading Route
Click on the setup button to select the salesman & route
Click on Setup
No Need to Change Date
Order Booking Process –Uploading Route
Click on each of the following buttons and select Salesman– Mode Route than click on “OK”
Order Booking Process
Click on Order Booking button to enter orders in the device
Order Booking Process
- Click on Create button to open the route /store list
- Stores who have not purchased in last 30 days will be market with * sign as
showed in the image below
- Select the store for whom the order needs to be booked ( eg Prince Dabas Store )
Order Booking Process
This screen will show all the details which are available in new palm version
- Click on the “Continue” button to move to next screen
Order Booking Process
- Once the store is selected the screen showed in Image 1 will appear
- The provision is made in the device to track SKU wise availability which may be
. . required in the future
- This is optional and SSMs can skip this step by simply clicking on OK button
- Image -2 would appear
- This screen will show all the brands which are not purchased by the store in last 30
days
- Click on the “Continue” button to move to next screen
Image 1
Image 2
Order Booking Process
- In this screen the salesman can key in the order quantities
- SKUs not purchased in last 30 days would be marked with * sign
- Provision is made to display MSL ( Minimum stock level ) this feature would be
useful in the future
- MRP of each sku would be displayed
* SKUs not purchased in last
30 days
Product MRP
Order Booking Process
- Select the SKU to be booked as showed below in Image 1 ( eg CDC 200)
- Stock available at stock point in pcs as on date will pop up for information
- Click on the Box to enter sale qtys
Click on Sku to
Enter Qty
Stock available Qty in Pcs
Click here to enter
Qty
Order Booking Process
- On clicking on the box as showed in earlier slide the key pad will open
- Enter order qtys in pcs by using this key pad
- To confirm click on “Add” and to edit click on X
- To delete click on X & then click on “Cancel”
Enter Qty in pcs
Enter Qty in Dozen
Click here to Edit &
Delete Qty
Order Booking Process
- The order booked will then appear as showed in the image below
- Click on the next SKUs to enter the order
- After entering all the required SKUs click on “Save” button to save the order
Sale Qty 2 Pcs
Click here
Order Booking Process
- After saving the order the following screen would appear
- In this screen you can view the total value of the order booked by the retailer as
well as the total order booked for the day
- This screen will also show the productivity achieved by the SSMs for the day
- To enter order for next retailer click on the button “New”
Click on New for Next
Order
Order Booking Process
- The following screen would appear
- Click on the “Create” button and repeat all the earlier steps to book orders
Click on Create
Order Booking Process
- The retailers whose order is booked will be marked with # sign as showed in
the image below
# - Order Booked
Order Booking Process
- If any retailer whose order is already booked is selected again the following
message would pop up
- Click on OK to return to retailer selection Screen
Click On OK
Order Booking Process
- If the qtys entered is higher than available stock the pop up as showed in
image below would appear to alert the salesman
- Salesman can click on ok to continue with the order booking process
- Qtys entered by the salesmen would still be considered in the order
Available Qty = 1
Topics
• Installation Process
• Synchronization - I
– Computer to Handheld device
• Order booking
• Synchronization –II
– Handheld device to Computer
Synchronization - II
• After SSMs return to stock point click on “Reset” button
• The as showed in Image II will appear, click on “Yes” to
continue
Click on Reset
Click on Yes
Synchronization - II
• Connect the device to the computer via USB cord
• And follow the steps as showed in the images below
Drag Down
Click Here
Click Here
Click Here
Synchronization - II
• Click on the “DMS datasync2.1” application available on the
desk top of the computer
Click here
Synchronization - II
Click On Sync
Click on OK Button & Close
Sync Application
Synchronization - II
Open DMS and Click on Palm Upload
Synchronization - II
Click on Upload
Synchronization - II
Order Transfer Successfully
Incase of any queries / issues
please feel free to contact below
Toll Free N0 – 1800 209 7474
022 –6709 6411 / 6412 / 6413 / 6414 / 6415/ 6416
Thank You