Client
Software Requirements Specification
CRM
1
REVISION SHEET
VERSION
DATE
DESCRIPTION
1.2
07.03.2014
Software Requirement Specification
1.1
05.02.2014
Software Requirement Specification
DOCUMENT AUTHOR
SRS APPROVAL
VERSION
DATE
DOCUMENT AUTHOR
PROJECT OWNER
1.1
Table of Contents Introduction .................................................................... .......................................................................................................................................... ........................................................................ .. 3 Purpose ................................................................ ...................................................................................................................................... ................................................................................... ............. 3 Scope....................................................................................................................................................... ....................................................................................................................................................... 4 2
General Description: ............................................................................................................................... ............................................................................................................................... 4 Requirements.......................................................................................................................................... .......................................................................................................................................... 6 1. CLIENT As Is Process Domestic Sales......................................................... ............................................................................................... ...................................... 6 1.1 Private Label L abel Sales...................................... S ales......................................................................................................... ................................................................................... ................ 6 2.1 Private Label L abel Sales...................................... S ales......................................................................................................... ................................................................................... ................ 7 Sales Hierarchy and Responsibilities .................................................... Error! Bookmark not defined. CLIENT As Is Process Export Sales ....................................................................................................... ....................................................................................................... 8
2. Focus to be Process Export Sales ................................................................................................ 9 Modules: ..................................................................... ........................................................................................................................................... ...................................................................... 11 Accounts:............................................................................................................................. Accounts:.......................................................... ................................................................................. .............. 11 Products: ..................................................................... ........................................................................................................................................... ...................................................................... 13 Leads: ............................................................... ..................................................................................................................................... ................................................................................. ........... 14 Opportunity: ............................................................... ..................................................................................................................................... ...................................................................... 16 Quotation:......................................................................................................................................... ......................................................................................................................................... 23 Reports:......................................................................................................... ............................................................................................................................................. .................................... 27 .................................................................................................................Error! Bookmark not defined. .................................................................................................................Error! Bookmark not defined.
Introduction The Software Requirements Specification document captures the complete software requirements for CLIENT. This document includes a high level operational view of CLIENT CRM requirements intended to be developed by Focus So ftnet Pvt Ltd.
Purpose Software Requirement Specification (SRS) will provide complete description of CLIENT CRM. This document is intended to decompose all of the requirements of CLIENT System into functions and sub functions details. Each of the requirements defined elsewhere in this document shall be part of the proposed application and deemed as input to the design activities. This document is intended for CLIENT to understand and make sure the coverage of the requirements and Design team to carry on the design activities. This document shall be reviewed and signed off by CLIENT to form as baseline for requirements.
3
Scope CRM Sales Module
Accounts Products Leads Opportunities Stages Quote Reports Email/Outlook Integration
General Description: The CRM flow of CLIENT:
4
1. CLIENT enter a Lead and convert the same to opportunity upon Interest 2. First stage of Opportunity in Enquiry where they get a enquiry for products 3. Then a request for sample of the products for enquiry is sent to the concern department 4. Sample is sent to the prospect for approval (This process is repeated until the approval of sample) 5. Costing sheet has to be prepared for arriving at the cost before preparation of Quotation. This costing sheet has to be provided as screen in which certain data will be fetched from Inventory module (viz. raw material rates etc.) and certain data will be entered so as to arrive at the final cost. 6. Quote is raised against the approved products 7. Upon approval of Quote if the package Designing is required then its sent for designing, if designing is not required then sales is closed 8. Once the design is approved by customer contract is made and sale is closed
5
Requirements 1. CLIENT As Is Process Domestic Sales
Domestic Sales broadly classified into Private and Own Brand. Own Brand sales are further divided into sales through Super Stockiest/Distributor and online sales.
1.1 Private Label Sales 1. Enquiries are received from different buyers with their requirements with or without specifications/samples. 2. As per leads requirements tea department matches the specification/Sample with existing products.
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3. If existing product is available based on specification/sample or may consider different percentage of combinations of blends. 4. After identifying/preparation of sample blend send to customer for approval. 5. If the customer is r ejected again new blend samples are prepared and send to customer. 6. If the customer accepts the sample, Based B ased on ingredients percentage in the sample costing sheet is prepared. 7. As per cost price quotation will be send to buyer. 8. Based on quotation, customer negotiations happen and each time the quotation is amended
2.1 Private Label Sales
1. Private Label Sales process starts with the the generation of lead generation and collecting details of address, contact person etc., 2. Lead management will capture the Source of Lead, products required by the Lead, with the details of, Brand, Packing, Country, and SKU. 3. These details are captured in Lead Master and Sales Enquiry data entry screen. 4. There might be 4 start points (a) New customer- New Products, (b) New Customer- Existing products, (c) Existing customer- New products, (d) Existing customer- Existing Products. 5. The leads status tracking is required. 6. Separate Master required for Prospect customers (Leads) apart from Customer Master with the details of Contact Person, Company, Telephone Number, E-Mail ID and provision required to scan the visiting card and put at the Master.
7. Response to leads is done through mail or call. 8. After approval leads are converted to opportunity ask for the samples from the Buyer. 9. After preparation of sample it is send to customer for approval. 10. If the customer rejects the sample, again new samples are prepared and send to customer till customer accepts the same. 11. The track of all samples against the customer and enquiry is maintained. 12. If the customer accepts the sample, Quote is prepared based on check list for required information in Quotation entry screen. 13. Cost sheet is prepared by sales person based o n data in sales enquiry with bifurcation of each input (Tea Cost, Overheads etc.,) 14. Logic of what is the Over Heads pull into cost sheet will be provided later.
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15. Provision required to enter in another column to enter different price as per sales executive justification and enter his remarks. 16. Then it is sent for approval, the approver approver is also enter final price and values in another column with his remarks and approves it.Once approved, a notification should reach to sales person for sending quotation to buyer 17. Quotation is prepared based on cost sheet price. 18. Quotation will be send after approval against the enquiry with all the details mentioned in the enquiry. 19. After sending quotation follow up for the approval with buyer by the sales team and follow up details are maintained. 20. Simultaneously or after confirmation of quotation carton designs are send to customer for approval. 21. The track of all designs against the customer and enquiry is maintained till he accepts. 22. Based on quotation, customer negotiations happen and each time the quotation is amended and amendment history is maintained. 23. If the quotation is not accepted for the price/packing, a new sample/design is to be reworked and again send to buyer for approval. 24. If the customer accepts the t he new sample a new Quote version (Amend the previous one) is prepared and sends to customer for approval. 25. E-Mail integration with Outlook is required and mails are to be attached to Contacts m aster when any mail send/receive from Lead/Opportunities(CRM) 26. Credit period & credit limit is maintained in Account Master as mandatory.
CLIENT As Is Process Export Sales 1.
Customer enquiries are received with specification/sample.
2.
Then the specialty department matches the specification/Sample with with existing products.
3.
If existing product is available based on specification/sample or may consider different percentage of combinations of blends.
4.
Based on ingredients percentage in the sample costing sheet is prepared and given to costing department and this costing sheet consider only tea cost.
5.
After preparation preparation of sample/samples send to customer for approval.
6.
If the customer is rejected again new samples are prepared and send to customer.
7.
If the customer accepts quotation will be send.
8.
Based on quotation, customer negotiations negotiations happen and each time the quotation is amended and amendment history is maintained.
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9.
After confirming quotation buyer /CLIENT may issue the sales agreement or purchase order.
10. Carton sample design is send to buyer, the process of sending designs repeated till buyer accepts.
2. Focus to be Process Export Sales
1. The Export Sales Process is start from Lead management. 2. The capture of leads getting converted into confirmed orders is also required. 3. Lead management will capture following details Source of lead, Conversion rate, dead lead etc. 4. There might be 4 start points (a) New customer- New Products, (b) New Customer- Existing products, (c) Existing customer- New products, (d) Existing customer- Existing Products. 5. Customer group is to be selected at the time of enquiry as they operate from multiple locations and enquiry received from their corporate office. 6. Samples required to send to customers c ustomers based on enquiry. 7.
Customer enquiries are received with specification/sample and enquiries are entered in the system in Sales Enquiry data entry screen.
8. In case a sample is given the specification will be available from the sample and the same will be used for costing. 9. In case the samples are not available, based on the discussions of the sales person, a sample specs available in the masters will be used for quotation. 10. Spec sheet will be generated from the enquiry and it is input for Cost sheet and if spec sheet needs to be amended, it is done in spec sheet itself. 11. The specs that have been used for calculating the costs will be included in the quotation to be given to the buyer. 12. Spec sheets are used for internal purpose and sending to buyer. 13. All specs are not sent to buyer and separate spec sheet is prepared with standard data which can be sent to all buyers. 14. There might also be instances where the requirements are such that there are no specs available in the master. In that case a new reference specs needs to be created and the price of the same can be gathered from suppliers and the same used for quotation. 15. There should be a provision for tagging the supplier’s rate to the quotation given to buyer. 16. Then sales department will raise the samples request in Focus to specialty department/Tea department with the details of specifications and sample.(only email alert can be provided) 17. Based on the request, the specialty department /Tea department matches the specification/Sample with existing products.
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18. If existing product is not available, available, based on specification/sample consider different percentage of combinations of blends to prepare new sample. 19. Specialty department/Tea department based on their results with ingredient percent and their last purchase price sample cost sheet is prepared in system by considering tea cost. The cost sheet is send to costing department for input to prepare detailed cost sheet with all overheads. 20. After preparation of sample/samples send customer by specialty specialty department /Tea Department or Sales team for customer approval with specifications of each sample. 21. The data is entered by specialty department/Tea department in Sample Issue cum Dispatch screen and it is alerted to Sales if the dispatch is done by sales else it is information for the dispatch to sales department. 22. If the customer rejects the sample, again new samples are prepared and send to customer till customer accepts. 23. The track of all samples against the customer and enquiry is maintained. 24. If the customer accepts quotation will be send against the enquiry with all details mentioned in enquiry. 25. In case the new sample involves different price of the tea, a new version of the quotation is created and the submitted after approval by concerned department. 26. The quotation might be given out in multiple currencies. So such a provision has to be provided for. 27. Quotation should be approved by concerned department (e.g. costing department). 28. Multiple CIF quotation might be given out against the same enquiry for different port of discharge. 29. Provision required for entering multiple port of discharge at lead lead Master. 30. In Cost sheet port of loading, port of discharge and shipping line is entered and rates are to be picked from Shipping line Master. 31. In case the costing needs to be reworked, a new quotation version is to be created with new specs. This process will carry out until the quotation is frozen. 32. Based on quotation, customer negotiations happen and each time time the quotation is amended and amendment history is maintained. 33. After the quotation is frozen and confirmed order received, the various packaging items are to be sent to the supplier for quotation. 34. Based on the request, the Design department prepares design. 35. After preparation of design enter by design department by raising design issue cum dispatch screen in Focus. 36. It is alerted to Sales if the dispatch is done by sales else it is information for the dispatch to sales department. 37. The sales order/contract fields will be filled up on the basis of the quotation. In case an y field needs to be edited which requires higher cost involvement, the change needs to be confirmed by the higher approving authority.
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Modules: 1. 2. 3. 4. 5. 6.
Accounts Contacts Products Leads Opportunities Quotation
Accounts: Will be synced with ERP Accounts through Integration
11
Field Description: Group
Field Name
Field Type
Account
Account
Text box
Information
Name
Description
Values
Name of the
Validations Mandatory
Account
Owner
Drop Down
Owner
Code
Text box
Option
Mandatory to
define code to the account Phone
Text box
phone
Mandatory,
number
Allows
only
numeric input Type
Drop down
Type
of
account be
can
selected
from
the
options: Cash, Bank,
Sales,
Purchases, Customer and Vendor fax
Text box
fax
of
the
account Parent
Dropdown
account
Parent account be
can
selected
from the list of
already
created accounts
Billing info
Website
Text box
website
Address
Text box
billing address
City
Text box
city
12
Mandatory
Shipping
State
Text box
Country
Text box
country
Pin code
Text box
pin code
Address
Text box
Address
state
shipping address
City
Text box
city
State
Text box
state
Country
Text box
country
Pin code
Text box
pin code
Description
Text box
Description
Products: Will be synced with ERP Accounts through Integration
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Leads: 1. Leads are created, There is no more Product selection in the Lead level. Information like customer details will be available and email can send to customer from Lead. 2. Assign Lead to executives or any one whom the manager wish to follow up the lead. 3. Qualify Lead. Lead can be qualified by sending emails and can be converted into Opportunity. If customer is not interested then you can drop the lead. 4. Convert Lead to Opportunity. ( In this Level account and Contact are created automatically to focus ) 5. Here at the Opportunity level, we are maintaining Multiple Stages like Enquiry, Sample, Quote , Design, Contract etc. Note: stages can be added as per the requirements. List View
Field Description:
14
Group
Field Name
Field Type
Descriptions
Lead
Company
Text box
Company name
Information
should
Values
Validations
Mandatory
be
entered Owner
Drop down
One option from the
look
Mandatory
up
screen can be selected First name
Text box
First name
Last name
Text box
Last name
Phone
Text box
phone number
Email
Text box
email id
Campaign
Drop down
List
Mandatory
of
predefined campaigns listed
in
User selection
is drop
down Rating
Drop down
Rating lead
of
the
can
be
defined on
the
interest of
the
product
towards
the
product Drop down
Option describe status Assigned,
to lead like in
progress or new
15
should predefined
depending
Lead status
Campaign be
Address
Lead code
Text box
code of the lead
Mandatory
Address
Text box
This field is used
Mandatory
to
enter
the
address City
Text box
City
Allows
only
numeric values State
Text box
State
Allows
only
numeric values Country
Text box
Country
Allows
only
numeric values Pin
Text box
Pin
Allows
only
numeric values
Additional
Website
Text box
Website
Referred By
Drop down
Option to select
User
the
selection
Information
referred
person Lead Source
Annual Revenue
Drop down
Text box
Source, through
User
which
selection
Annual revenue
Only values allowed
Industry
Drop down
Do Not Call
Check box
Description
Text box
Opportunity:
16
Option to select
User
the industry
selection
numeric are
1. While Converting from Lead to Opportunity, Account and contact are created under the Account Module and Contact Module in CRM. 2. Once Opportunity is created, Product details are are added to the opportunity and sales stages can be handled.(Stages: Enquiry, Sample request, Quotation, Design, Document/Contract) 3. All the activities performed against opportunity are tagged against that opportunity which are shown in detailed view, these activities inc lude, emails, appointments, meetings, attachments, notes etc. 4. In sample request stage each product sample is requested and an alert should be sent to respective department, who will respond by sending the sample for approval from customer and acknowledge the same. The sample request continues until the sample is approved by customer 5. Once opportunity is finalized, then Sale Quotation is raised and revision is handled at the Quote stage. 6. After the Quote is approved, design request is sent to customer if customer wants the design for packaging then its sent for designing, if designing is not required then sales is closed 7. Once the design is approved by customer contract is made and sale sale is closed 8. In CRM two stages can be maintained i.e. Design Request and Design Sent to track the status of the design requested by the customer and whether it is sent or not 9. Designs if available in soft copy can be attached against that opportunity
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Detailed View of Opportunity:
18
Sales Enquiry/Opportunity: Enquiry/Opportunity:
S No.
1.
Field Name Voucher No
Field Type Text
Position Header
Mandatory Yes
Inp ut Style Auto
Remarks DSE NO
2.
Date
Date
Header
Yes
DSE Date
Prospect Customer Branch
Selection
Header
Yes
Auto/ User Input User Input
3.
Selection
Header
Yes
User Input
Date
Header
No
User Input
6.
Quotation Required before Customer type
Selection
Header
Yes
User Input
7.
Product Type
Selection
Header
Yes
User Input
8.
Tea Type
Selection
Body
Yes
User Input
9.
Bench Mark Brand of Tea Bench Mark of SKU Bench Mark Packaging Bench Mark Product Country Lead Status
Selection
Body
Yes
User Input
Selection
Body
Yes
User Input
Selection
Body
Yes
User Input
Selection
Body
Yes
User Input
Selection
Body
Yes
User Input
Numeric
Body
Yes
User Input
Selection
Body
Yes
User Input
Yes/No
Selection
Body
Yes
User Input
E-Mail/Cold Call/Web/ Referrer/ Consultant/ Sales Person/ Exhibition
17. Lead Source
Text
Body
Yes
User Input
18. Lead
Selection
Body
Yes
User Input
4. 5.
10. 11. 12.
13.
14. Expected 15. 16.
Yearly Volume Design Required Lead Source Type
In-charge
19. Lead Stage
Lead Master
New/ Existing New/ Existing Black/ Specialalty
Open
Employee Master
Selection
Body
Yes
User Input
Lead/ Opportunity/ Product Formulation
19
etc
20. Lead Priority
Selection
Body
Yes
User Input
21. Lead Type
Selection
Body
Yes
User Input
Pvt. Label/ Branded/Co Branded
22. Deposit
Selection
Body
Yes
User Input
Yes/No
Selection
Body
Yes
User Input
Yes/No
24. Credit Period
Numeric
Body
Yes
User Input
25. Credit Limit
Numeric
Body
Yes
User Input
26. Enforce Credit
Selection
Body
Yes
User Input
Yes/No
Selection
Body
Yes
User Input
VAT/
Required
23. Extended Credit
Limit Strictly
27. Tax Structure
CST 4%/ CST 2%
28. Price
Selection
Body
Yes
User Input
FOB/CNF
29. Transportation
Selection
Body
Yes
User Input
Courier/Full
Type
Truck/Half Truck (different capacity trucks)
30. Buyer
Text
Body
Yes
User Input
Comments
Selection
Body
Yes
User Input
Yes/No
Text
Body
Yes
User Input
Numeric
Body
Yes
User Input
Selection
Body
Yes
User Input
Selection
Body
Yes
User Input
Numeric
Body
Yes
User Input
Requirements
31. Budget Extra Costs
32. Extra Costs Budgeting Notes
33. Estimated Demand
34. Sample SKU Name
35. Tea
36.
Bag/Pkt/Bulk Type Tea qty per bag in gms
20
Temporary SKU later converted to Regular SKU Master required
37. Tea Qty per 38.
Pkt Tea bags per carton
39. Carton
Numeric
Body
Yes
User Input
Numeric
Body
Yes
User Input
As per validation
Selection
Body
Yes
User Input
(Master with specs) As per validation
40. Cartons/Pkt
Numeric
Body
Yes
User Input
per CFC
41. CFC
As per validation
Selection
Body
Yes
User Input
(Master with specs) As per validation
42. CFC/Display
Text
Body
Yes
User Input
In Cm
Text
Body
Yes
User Input
Cases per
tray Dimension
43. Loadability
container
44. Carton Divider
Selection
Body
Yes
User Input
Yes/No
45. Envelope
Selection
Body
Yes
User Input
Master
46. Tag
Selection
Body
Yes
User Input
Master
47. Inner
Selection
Body
Yes
User Input
(Master with
Aluminium Foil
specs) As per validation
48. Inner Plastic
Selection
Body
Yes
User Input
Pouch
(Master with specs) As per validation
49. Inner Poly
Selection
Body
Yes
User Input
(Master with
Heat Seal
specs) As
Pouch
per validation
50. Carton Sticker
Selection
Body
Yes
User Input
Multicolour/ Monochrom atic/ Nos/Carton
51. No of Stickers
Numeric
Body
21
Yes
User Input
on Carton
52. CFC Sticker
Selection
Body
Yes
User Input
Multicolour/ Monochrom atic/ Nos/CFC
53. No of Stickers
Numeric
Body
Yes
User Input
on CFC
54. Pallet Sticker
Multicolour/
Selection
Monochrom atic/ Nos/Carton/
55. No of Stickers
Numeric
Body
Yes
User Input
56. Shrink Wrap
Selection
Body
Yes
User Input
Yes/No
57. Gum Pasting
Selection
Body
Yes
User Input
Yes/No
Selection
Body
Yes
User Input
Pallet
on Pallet
in Carton
58. Type of Pallet
Master
59. Loading Spec
Text
Body
Yes
User Input
60. Any specific
Text
Body
Yes
User Input
Selection
Body
Yes
User Input
Yes/No
Selection
Body
Yes
User Input
Yes/No
Text
Body
No
User Input
packing requirement
61. Samples Received
62. Specification Sheet Provided
63. Remarks
Costing sheet has to be prepared for arriving at the cost before preparation of Quotation. This costing sheet has to be provided as screen in which certain data will be fetched from Inventory module (viz. raw material rates etc.) and certain data will be entered so as to arrive at the final cost.
22
Quotation:
Field Details: S No.
1.
Field Name Voucher No
Field Type Text
Position Header
Mandatory Yes
Inp ut Style Auto
Remarks SQ NO
2.
Date
Date
Header
Yes
SQ Date
Yes
Auto/ User Input User Input
3.
Customer
Selection
Header
4.
Text
8.
Sales Enquiry No Sales Enquiry Date Cost Sheet Ref.No Cost Sheet Date Branch
Header
Yes
Auto
Date
Header
Yes
Auto
Selection
Header
Yes
Auto
Date
Header
Yes
Auto
Selection
Header
Yes
Auto
9.
Currency
Selection
Header
Yes
Auto
10. Pricing
Selection
Header
Yes
Auto
11. Unit of
Text
Body
Yes
Auto
Text
Body
Yes
Auto
Text
Header
Yes
Auto
Text
Header
Yes
Auto
Body
Yes
Auto
5. 6. 7.
12. 13. 14. 15.
Measurement of Quotation Port of destination Payment Terms Container size Agent
Selection
23
CIF/FOB/ C&F
16. Commission 17. 18.
% Phyto Certificate GSP/BNCCI
19. Container 20.
21. 22. 23.
24.
25.
26. 27. 28.
Fumigation Rediation Analysis Certificate Cargo Inspection Health Certificate Product Analysis Report Manufacture & Free-sales Certificate Quality & Quantity Certificate Packers declaration FCL Packing declaration GMO
29. Documents
30.
send to Buyer Special requirements
31. Promotional
Numeric
Header
Yes
Auto
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
Auto
Yes/No
Selection
Header
Yes
User Input
Yes/No
Selection
Header
Yes
User Input
Yes/No
Selection
Header
Yes
User Input
Yes/No
Selection
Header
Yes
User Input
Yes/No
Selection
Header
Yes
User Input
Direct/ Through Bank
Text
Header
No
User Input
Selection
Body
No
Auto
Numeric
Body
No
Auto
Numeric
Body
No
Auto
Text
Body
No
Auto
Text(Selection)
Body
No
Auto
Items
32. Qty of promotional item
33. Qty of selling
34. 35.
Unit for promotional item Tea Sample Ref. No Packing Design Ref. No
24
Product Master(sepa rate Master required) There can be multiple promotional items Per CFC/Carton
From Cost Sheet
36. Product Type
Text
Body
Yes
Auto
Product Name UOM
Text
Body
Yes
Auto
Selection
Body
Yes
User input
39. Qty
Numeric
Body
Yes
User input
40. Price
Numeric
Body
Yes
User input
41. Amount
Numeric
Body
Yes
Auto
42. Discount %
Numeric
Body
Yes
User input
43. Volume
Text
Body
Yes
Auto
Selection
Body
Yes
Auto
Numeric
Body
Yes
Auto
Numeric
Body
Yes
Auto
Numeric
Body
Yes
Auto
Selection
Body
Yes
Auto
Numeric
Body
Yes
Auto
Selection
Body
Yes
Auto
Text
Body
Yes
Auto
As per validation Carton Master (with Specs) As per Validation As per Validation CFC Master (with Specs) As per validation In Cm
Text
Body
Yes
Auto
Cases per
37. 38.
44.
45. 46. 47. 48.
Discount Tea Bag/Pkt/Bulk Type Tea qty per bag in gms Tea Qty per Pkt Tea bags per carton Carton
49. Cartons/Pkt 50.
per CFC CFC
51. CFC/Display
Specialty/ Non Specialty
From Sales Enquiry Master required
tray Dimension
52. Loadability
container
53. Carton
Selection
Body
Yes
Auto
Yes/No
Selection
Body
Yes
Auto
(Master with
Divider
54. Envelope
specs) As per validation
55. Tag
Selection
Body
Yes
Auto
(Master with specs) As per
25
validation
56. Inner
Selection
Body
Yes
Auto
(Master with
Aluminum
specs) As
Foil
per validation
57. Inner Plastic
Selection
Body
Yes
Auto
Pouch
(Master with specs) As per validation
58. Inner Poly
Selection
Body
Yes
Auto
Master with
Heat Seal
specs) As
Pouch
per validation
59. Carton
Selection
Body
Yes
Auto
Sticker
Multi colour/ Monochrom atic/ Nos/Carton
60. No of
Numeric
Body
Yes
Auto
Selection
Body
Yes
Auto
Stickers on Carton
61. CFC Sticker
Multicolour/ Monochrom atic/ Nos/CFC
62. No of
Numeric
Body
Yes
Auto
Stickers on CFC
63. Pallet Sticker
Selection
Auto
Multicolour/ Monochrom atic/ Nos/Carton/
64. No of
Numeric
Body
Yes
Auto
65. Shrink Wrap
Selection
Body
Yes
Auto
Yes/No
66. Gum Pasting
Selection
Body
Yes
Auto
Yes/No
Selection
Body
Yes
Auto
Pallet
Stickers on Pallet
in Carton
67. Type of Pallet
Master
68. Loading Spec
Text
Body
26
Yes
Auto
69. Any specific
Text
Body
Yes
Auto
Text
Body
Yes
Auto
Numeric
Body
Yes
Auto
Text
Body
Yes
User Input
Text
Body
No
User Input
packing requirement
70. Contract Period
71. Estimated Demand
72. Quotation Validity Period
73. Remarks
Reports: Default reports available are:
Accounts & Contacts 1. 2. 3. 4. 5. 6.
Accounts by Industry Account Owners Active Accounts New Accounts Contact Mailing List Account History Report
Opportunities 1. Open Opportunities 2. Closed Opportunities 3. Lost Opportunities 4. Pipeline by Probability 5. Pipeline by Stage 6. Opportunities by Type 7. Opportunities Closing by this Month 8. Sales By Lead Source 9. Sales Person's Performance Report 10. Stage Vs Opportunities Type Report 11. This Month Sales 12. Opportunities Product Report 13. Opportunities with Competitors Report 14. Opportunity History Report 15. Opportunity Field History Report 16. Estimated Sales Report 17. Quotes Leads 1. 2. 3. 4.
Leads by Industry Leads by Ownership Leads By Source Leads By Status 27
5. 6. 7. 8.
Activities 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Today’s Leads Leads By Source Converted Leads Converted Tele-Leads
Appointments Plans Deviated Appointments Tasks and Appointments User Activities All Activities Events with Invitees Account Activities Opportunity Activities Lead Activities
Administrative Reports 1. All Active Users 2. Users Logged in This Weekh 3. All De active Users Others 1. 2. 3. 4. 5.
Leads not Acknowledged Opportunities not Acknowledged Quote Approvals Pending Sales Order Approvals Pending Approvals Pending
28
