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8/12/2019 Welcome to SCF on Line Help

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Welcome to SCF On Line Help

Designation

Designation Details

Designation Resources Details

User Resources Details

Change Password

SETUP

Organisation Details

Branch Details

Employee Details

Team Details

SETUP PRE-SALES

Base Model Details

Model Details

Model Color Details

Target Details

Budget Details

Profession Details

Industry Details

PRESALES

Prospect Details

ead !ssignment Details

Case Details


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Daily !ppointment

Pending Prospects

SETUP SALES

"cheme Detail

"chemes Model map#inance "ource Details

SALES

Order Boo$ing #orm

INVENTOR

"toc$ %In&entory details'

(hole sale and Retail Target Details

SALES REPORT

Model "ales

Product and Color "ales

Team Product Model "ales

"ource (ise "ales

Prospect "tatus Details

"ales Report

#leet Details

)itty "tatus

Profita*ility report


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Insurance and Regn Details

#inance "ource Report

Target &s !chie&ed

Base Model wise Prospect Count

INVENTOR REPORTS

In&entory ist

!geing Report

(holesale Details

(holesale Target !chie&ed

!isc Repo"ts

Pending Retail

Cost of sales

Mar$et "egment Report

CIR

"cheme !&ailed Report

Closed without sale

Report

!ISC LIST

Model ist

Team ist

Target ist

Branch ist

Employee ist


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Prospect ist

User ist

CO!PETITOR ACTIVIT

competitor

Designation TOPDescription

This option can only *e accessed *y an !dmin or an authori+ed user, -ere !uthori+ed

user can create or modify a designation and he can also define the access rights for a

particular designation,"teps to #ollow

"tep ./ This option would gi&e the authori+ed user a choice to create a new designation0to modify description 1 access rights of an e2isting designation and deleting it,

"tep 3/ If new is selected0 then the authori+ed user creates a new designation *y entering

name0 description0 and assign access rights *y chec$ing the rights, !fter entering the dataand clic$ing on the 4add designation4 ta* a new designation will *e created, !uthori+ed

user can also assign additional access rights to an employee o&er 1 a*o&e the designation

access rights *y clic$ing on 4Employee4 lin$ under "ETUP option after creating thedesignation,

"tep 5/ If an e2isting designation is selected then the !uthorised user can modify6deleteit, To modify a designation0 the authori+ed user first select an e2isting designation from

the com*o *o2 and then enters the new information in the corresponding fields, !fter

clic$ing on the 4modify designation4 the selected designation will *e modified, "imilarlyclic$ing on 4delete designation4 ta* will delete the selected designation, %7ote/

Designation will only *e deleted only when it is not assigned to any of the employees'

7ote/ Only !dmin and 48M4 designation can delete the designation


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Designation Resources TOP

Description

This option can only *e accessed *y an !dmin or an authori+ed user, -ere the !uthori+ed

user can grant or re&o$e rights to &arious resources to a designation,"teps to #ollow

"tep ./ "elect a designation from the com*o *o2

"tep 3/ "elect the rights *y chec$ing6 unchec$ing the rights present under the

48roup4 heading,"tep 5/ "a&e the rights *y clic$ing on 4!ssign Rights4 *utton,


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User Resources TOP

DescriptionThis option can only *e accessed *y an !dmin or an authori+ed user, -ere the !uthori+ed

user can grant or re&o$e rights to &arious resources to a User, This option can *e used to

grant additional rights to a user,"teps to #ollow

"tep ./ "elect a user from the com*o *o2,

"tep 3/ "elect the rights *y chec$ing6 Unchec$ing the rights present under the

48roup4 heading,"tep 5/ "a&ing the rights *y clic$ing on 4!ssign Rights4 *utton,

Change Password TOP


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Description

This will allow the User to change his Password, This facility is pro&ided to e&ery user of

the application,"teps to #ollow

"tep ./ User will ha&e to enter the old password,

"tep 3/ Then the user will *e re9uired to enter the new Password and reconfirm it *yentering in Confirm Password,


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Organisation TOP

Description

This will allow the !dmin or !uthori+ed user to add new organisation and modify6deletean e2isting organisation,

"teps to #ollow

"tep ./ To add a new organisation0 !dmin or !uthori+ed user selects new from thecom*o *o2,

"tep 3/ !fter entering organisation name and other details and clic$ing on the 4!dd

Organisation4 ta*0 a new organisation will *e created,"tep 5/ To modify6delete an e2isting organisation0 !dmin or !uthori+ed User first select

an e2isting organisation name from the com*o *o2 and then clic$s on the appropriate

%Modify6Delete'ta* to ma$e the desired changes,

7ote/ This application is made 1 tested for one organisation, Currently0 it doesn4tsupport multiple organisations,

BranchTOP

Description


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This section allows the !dmin or !uthori+ed User to add6modify6delete *ranch from an

e2isting organisation,

"teps to #ollow"tep ./ To add a 7ew *ranch0 !dmin or !uthori+ed User first selects an 4Organisation

name4 and 47ew4 from the com*o *o2es 0 enters the details for the new *ranch and then

clic$ the 4!dd Branch4 ta*,By default the status of the *ranch is acti&e,"tep 3/ To modify6delete an e2isting *ranch0 !dmin or !uthori+ed User first select an

e2isting organisation name from the com*o *o20 then selects the *ranch and then clic$s

on the appropriate %Modify6Delete' ta* to ma$e the desired changes, %7ote/ Branch will*e deleted only when the selected *ranch doesn4t ha&e any team'

Employee TOP

Description

This section allows the !dmin or !uthori+ed User to add6delete6modify Employees,

"teps to #ollow


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"tep ./ To add a new employee 0 !uthori+ed User would first select an e2isting *ranch to

which the employee *elongs and then would choose 7ew from the com*o *o2 named

4Employee code4,"tep 3/ Enter the employee details0 select the designation and assign rights to this

employee0 if there is a need to assign additional rights to this employee The status of an

e2isting employee should remain as 4acti&e4 , !fter entering all the correct and mandatorydetails of an employee 0 clic$ on 4!dd Employee4 *utton to sa&e the employee details in

the data*ase,

"tep 5/ To modify6delete an e2isting employee0 !uthori+ed User would first select a*ranch name and employee code from the com*o *o2es and then clic$ on the appropriate

%Modify6Delete' *utton to ma$e the desired changes, %7ote/ Employee will *e deleted

only when there is no prospect allocated to it',

Team TOP

Description

This section allows the !uthori+ed User to create a new team0 modify and delete the

e2isting teams,


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"teps to #ollow

"tep ./ To create a new team0 !uthori+ed User would first select the *ranch name0 then

47ew4 from the com*o *o2 named 4Team 7ame4 and enters the team name,"tep 3/ !uthori+ed User would then select a Team Manager and Team eader from the

com*o *o2 named 4Team Manager4 and 4Team eader4, !ll those mem*ers who hasn4t

*een assigned to any team as yet will automatically appear in 4Team Mem*er4 te2t field,"tep 5 User would then select a team mem*er from left te2t field and then clic$s on 4:4

*utton which will add the selected mem*er to the team, %7ote/ Clic$ing on 4::4 *utton

will add all the mem*ers present in the left te2t field to the new team,'"tep ; User would then select team type from the com*o *o2 named 4Team Type4, The

status of the team would *e !cti&e0 *y default, #inally clic$ing on 4!dd Team4 *utton will

create a new team,

"tep < To Modify a Team0 !uthori+ed User would select a *ranch name and Team namefrom the respecti&e com*o *o2es, The details of that team would *e displayed which the

user ha&e selected, The user can then change the Team Manager0 Team eader or Team

Mem*er4s,

"tep = To add new mem*er to this team0 User would select a team mem*er from left te2tfield and then clic$s on 4:4 *utton which will add the selected mem*er to the team, %7ote/

Clic$ing on 4::4 *utton will add all the mem*ers present in the left te2t field to the team,',To delete mem*ers from the selected team0 User would first select team mem*er from the

right te2t field named 4Team Mem*er4 and then clic$ on 4>4 *utton to modify the selected

team, %7ote/ Clic$ing on 4>>4 *utton will remo&e all the team mem*ers present in the

selected team and ma$e them a&aila*le in left te2t field meaning they are yet to *eassigned to a team', Clic$ing on 4Modify Team4 *utton will then modify the selected team

"tep ? To delete a team0 !uthori+ed User would select a Branch 7ame0 Team Manager 0

Team eader from the gi&en com*o *o2es, %7ote/ !uthori+ed User can only delete theselected team if this team doesn4t ha&e any team mem*er', Clic$ing on 4Delete team4

*utton would then delete the selected team,


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Base Model TOPDescription

This section allows the !uthori+ed User to create6modify6delete a Base Model,,

"teps to #ollow

"tep ./ To create a new Base Model0 !uthori+ed User would select 7ew from the com*o*o2 named 4Base Model 7ame4 0 enters the Base Model 7ame and predefined 4!cc,

Target Multiplier4, Clic$ing on 4!dd Base Model4 *utton will add a new *ase Model inthe 4Base model 7ame4 com*o *o2,

"tep 3/ To modify a Base Model0 !uthori+ed User would select an e2isting Base Model

from 4Base Model 7ame4 com*o *o20 enters the new name and !cc, Target Multiplier for

the selected Base Model, Clic$ing on 4Modify Base Model4 would then modify theselected Base Model,

"tep5 To delete a Base Model0 !uthori+ed User would first select an e2isting Base

Model from the com*o *o2, User would then clic$ on 4Delete Base Model4 *utton todelete selected Base Model, %7ote/ Base Model will *e deleted only when none of the

models are associated with it',


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Model TOPDescription

This section allows the !uthori+ed User to add new model to an e2isting *ase model and

modify6delete a model,

"teps to #ollow"tep ./ To create a new Model0 !uthori+ed User would select 7ew from the com*o *o2

named 4 Model 7ame4 0 enters the model name in the te2t field 0 select an e2isting BaseModel 7ame from the com*o *o2 named 4Based Model 7ame4 and enters the information

in Engine0 Capacity and Dealer Margin te2t field, Clic$ing on 4!dd Model4 *utton will

add a new Model to the selected 4Base model 7ame4,

"tep 3/ To modify a Model for a Base Model0 !uthori+ed User would first select an

e2isting Base Model from 4Base Model 7ame4 com*o *o20 then select a model name and

enters the new changed model name0 Engine0 Capacity0 Dealer Margin into the shownfield, Clic$ing on the 4Modify Model4 *utton would then modify the selected Model,

"tep 5/ To delete a Model for a Base Model0 !uthori+ed User first selects Base Model

and the corresponding Model from the com*o *o2es, User would then clic$ on 4Delete

Model4 *utton to delete selected Base Model,


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Model Color TOP

Description

This section allows the !uthori+ed User to add color 1 define the models that come in

that particular color0 delete6modify the e2isting colors of a model"teps to #ollow

"tep ./ To add a new color for a Model0 !uthori+ed User would select 7ew from the

com*o *o2 named 4Color 7ame4 0 enters the color name in the te2t field and select the listof Models %can *e more than one' from the te2t field named 4ist of Models4, One or

more model can *e selected using the 4ctrl4 $ey, Clic$ing on 4!dd Color4 *utton will add a

new color to the selected models,"tep 3/ To modify color for a Model0 !uthori+ed User would select a color from the

com*o *o2 named 4Color 7ame4, !ll models *elonging to the selected color will *e

displayed in the 4ist Of Models4 te2t field, User would then select6deselects a model towhich he wants to modify, Clic$ing on 4Modify Color4 *utton will modify colors for the

selected Models,

"tep 5/ To delete a color of a Model0 !uthori+ed User would select a Color 7ame from

the com*o *o2 named 4Color 7ame4, User would then clic$ on 4Delete Color4 *utton todelete the selected color 1 its associations with the models,


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Target TOPDescription

This section allows the !uthori+ed User to set0 modify and delete targets, E&ery team

mem*er of a *ranch is assigned some monthly targets for models"teps to #ollow

"tep ./ To create6modify a target0 !uthori+ed User would select a Branch name0 Team

7ame Team Mem*er and @ear from the dropdown lists0 enters the target in nos in theedita*le te2t field named 4Car4 of e&ery month, !fter setting all the desired fields for

target for the car the user can clic$ on the 4"et !cc, Target4 *utton which will

automatically set 4!cc,4 target for e&ery month, By setting the accessory target with the

help of the 4"et !cc, Target4 *utton0 the accessory target will *e set *ased on the 4acctarget multiplier4 defined in the 4Base Model Details4 page, If the user wants to fill in the

accessory target manually0 he can do so *y manually entering the acc targets without

clic$ing on the 4"et !cc Target4 *utton, User would then clic$ 4Modify Target4 *utton tosa&e the target details in the data*ase, -ere the 4Modify Target4 *utton is used to create or

modify the targets,

"tep 3/ The *utton that says 4Team Manager4s Target Details4 would show the targetdetails of the teams that come under the Team Manager of the team that is selected, It

also show the consolidated target for car 1 accessory for the Team Manager,

"tep 5/ The target details can also *e deleted for a particular team mem*er *y clic$ing the

delete target *utton,


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Prospect TOP

DescriptionThis section allows the !uthori+ed User to create new prospect0 add and delete e2isting

prospects,

"teps to #ollow

"tep ./ To create a new prospect0 "elect the Branch 7ame from dropdown list namedBranch,

"tep 3/ "elect 7ew from the dropdown list named 4Prospect4 %A means mandatory',

"tep 5/ Chec$ the Indi&idual6Company Radio Buttons,"tep ;/ If the customer already e2ists0 then select customer name from the dropdown list,

"electing the customer from the dropdown list will fill all the field of the current form so

there is no need to enter the customer details again,"tep


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"tep =/ Enters all company name0 address etc, and all the mandatory fields, Enter 4Plan to

*uy Date4, It must *e greater than 4#ollow up Date4 and 4Date of En9uiry4, %#ollow up Date

means the date on which the sales consultant contacts the prospect',"tep ?/ Clic$ the 4!dd Prospect4 *utton to create a new prospect,

%7ote/ !fter creating a new prospect0 clic$ on 4ead !ssignment4 su*heading under thePRE "!E" heading to open a 4lead !ssignments details form4'


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ead !ssignment TOPDescription

This section allows the !uthori+ed User to assign a prospect to an employee,

"teps to #ollow"tep ./ !fter creating a new prospect0 clic$ on 4ead !ssignment4 su*heading

under the PRE "!E" heading to open a 4lead !ssignments details form4

"tep 3/ "elect a Branch 7ame from the drop list named 4Branch 7ame4,

"tep 5/ "elect a Team 7ame from the drop list named 4Team 7ame4,

"tep ;/ "elect the Manager 7ame from the 4!ssigned from4 drop down

list,

"tep


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Case TOP

DescriptionThis section is only a&aila*le for employee who has *een assigned a prospect *y his

manager"teps to #ollow

"tep ./ "elect new from case ID drop down list, If other than new is selected0 then an

already created case will *e open for modification,

"tep 3 "elect a prospect 7ame from the drop down *o2

"tep 5 "elect a model and color from the drop down *o2es,"tep ;/ "elect the #ollow up actions

"tep


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Order Boo$ing #orm TOPDescription

"teps to #ollow"tep ./

"tep 3/


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"toc$ TOPDescription

"teps to #ollow

"tep ./"tep 3/


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Model "ales TOPDescription

This section allows the !uthori+ed User to display Month wise model (ise "ales Report

1 percent contri*ution"teps to #ollow

"tep ./ "elect a Base Model 7ame from the dropdown *o2 named 4Base Model 7ame4,

"tep 3/ "elect a year from the dropdown *o2 named 4@ear4, ! report will *e generateddisplaying the list of models of the selected Base Model purchased for the year selected,

% Contri, tells how much percent is the sale of a model to the total sale',

"tep 5/ "electing 4!ll4 from the dropdown *o2 named 4Base Model 7ame4 will display the

sales of all the models a&aila*le for all Base Models for the year selected,

Product !nd color "ales TOP

Description


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This section allows the !uthori+ed User to display Month wise product wise color wise

"ales 1 percent contri*ution

"teps to #ollow"tep ./ "elect a Base Model 7ame from the dropdown *o2 named 4Base Model 7ame4,

"tep 3/ "elect a year from the dropdown *o2 named 4@ear4,! report will *e generated

displaying the Month wise product wise color wise "ales 1 percent contri*ution for theselected Base Model name,

"tep 5/ "electing 4!ll4 from the dropdown *o2 named 4Base Model 7ame4 will display the

Month wise product wise color wise "ales 1 percent contri*ution report for all the BaseModels,

Team Product Model "ales TOP

Description

This section allows the !uthori+ed User to display Team Product Model "ales Report

"teps to #ollow


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"tep ./ "elect a Branch 7ame from the dropdown *o2 named 4Branch 7ame4,

"tep 3/ "elect a Team 7ame from the dropdown *o2 named 4Team 7ame4,

"tep 5/ "elect a Base Model 7ame from the dropdown *o2 named 4Base Model 7ame4,"tep ;/ "elect a year from the dropdown *o2 named 4@ear4, ! report will *e generated

according to the selected criteria,

"ource (ise "ales TOP

Description

This section allows the !uthori+ed !dmin to generate a source wise sales report,"teps to #ollow

"tep ./ "elect a Branch 7ame from the dropdown list named 4Branch 7ame4,

"tep 3/ "elect a Team Manager from the dropdown list named 4Team Manager4,"tep 5/ "elect a Team eader from the dropdown list named 4Team eader4,

"tep ;/ "elect a Team Mem*er from the dropdown list named 4Team Mem*er4, ! report

will *e generated according to the selected criteria,


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"tep


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"ales Report TOP

Description

This section will allows the !uthori+ed User to generate the master sales Report"teps to #ollow

"tep ./ "elect a *ranch from the dropdown *o2 named 4Branch

"tep 3/ "elect a start date from the menu"tep 5/ "elect an end date from the menu% End date must *e greater than the start date',

"tep ;/ Clic$ on 4Display Report4 *utton, ! report will *e generated according to theselected criteria


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In&entory ist TOPDescription

This will assign the resources%s' to the Roles,This will consist of the list of all the

Resources%Pages',"teps to #ollow

"tep ./ "elect the role to which Resources has to *e assigned,

"tep 3/ Chec$ the chec$*o2 corresponding to the resource%s' and Clic$ !ssign RightsButton ,It will assign the chec$ed Resources to the specific role,


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Model ist TOP

Description

This section allows the !uthori+ed User to display list of models a&aila*le for a BaseModel,

"teps to #ollow"tep ./ "elect a Base Model 7ame from the dropdown *o2 named 4Base Model 7ame4, !

report will *e generated displaying the list of models a&aila*le along with their

characteristics for the selected Base Model,

"tep 3/ "electing 4!ll4 from the dropdown *o2 named 4Base Model4 will display all themodels presently a&aila*le,


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Team ist TOPDescription

This section allows the !uthori+ed User to display list of teams of a selected *ranch,

"teps to #ollow

"tep ./ "elect a Branch name from the dropdown *o2 named 4Branch 7ame4,"tep 3/ "elect a Team Type from the dropdown *o2 named 4Team Type4, ! report will *e

generated displaying the list of teams in the selected *ranch according to the team type,

"tep 5/ "electing 4!ll4 from the dropdown *o2 named 4Team Type4 will display all theteams in the selected *ranch,


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Target ist TOPDescription

This section allows the !uthori+ed User to display Target Details of an employee,

"teps to #ollow"tep ./ "elect a Branch name from the dropdown *o2 named 4Branch 7ame4,

"tep 3/ "elect a @ear from the dropdown *o2 named 4@ear4,

"tep 5/ "elect an employee name from the dropdown *o2 named 4Employee 7ame4, !report will *e generated displaying the target list of the selected employee for the year

selected a*o&e,

Branch ist TOP

Description

This section allows the !uthori+ed User to display list of *ranches of an organi+ation,


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"teps to #ollow

"tep ./ "elect an organi+ation from dropdown *o2 named 4Organi+ation 7ame4 This will

generate the list of *ranches for the selected organisation,

Employee ist TOPDescription

This section allows the !uthori+ed User to display employee list of a *ranch,

"teps to #ollow"tep ./ "elect a *ranch from the dropdown *o2 named 4Branch 7ame4, This will generate

the list of employees for the selected *ranch ,!cti&e status means the employee is

currently wor$ing,


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Prospect ist TOP

DescriptionThis form is used to add a new contact person with a supplier,

"teps to #ollow

"tep ./ #ill the details for contact person and clic$ F!dd Contact PersonF to add a newcontact person with a supplier,


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Competitor TOP

Description

"teps to #ollow

"tep ./

"tep 3/"tep 5/

"tep ;/

"tep

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