Purpose:
To create a new Scheme or look at redemption
status for a particular scheme
The HO
Marketing creates all schemes every month when
they are launched. The HO also creates schemes
launched by Depots.
1. All depots to send
their scheme details to HO marketing for
necessary creation when it is a depot scheme.
2. When you select
scheme master option from the menu, All schemes
created earlier are listed as shown below.
1. There filters
provided for the search criteria so that you can
get the scheme list that you want to look at.
2. If you select a month from the dropdown along
with the current financial year, you can get all
the schemes created in that particular scheme
month. You can also select by inputting the
scheme code as 1011-ML1-078 and press the search
button
.
3. If there are more
schemes in the list you will find the pages at
bottom right corner by which you can go to the
next page. You can also change results per page
to a higher number to display more records in
the page.
4. When you click on the hyperlink on the scheme
name field, the scheme details will be displayed
as shown below:
On top of the
screen there are several options (Tabs) as shown
below which is explained.
Scheme List -- If
you click on this tab, the user will get the
scheme list screen.
Eligibility -- If you click on this tab, if the redemption data was
already loaded to the system you will get to see the
redemption quantity against each gift. This will
display for each gift:
1. No of Dealers
qualified
2. No of gift
quantity to be distributed to the dealers
3. PO quantity -
will appear only for HO users
4. No of gift
quantity received
5. Nos
despatched
6. Nos
distributed so far.
If you click on the
Distribution Status tab: you will see at depot
level redemption statistics at all India level.
You can also see the
branch wise distribution as shown below from
depot/dealer status:
When you click on
distribution status tab on top of the screen you
will get dealer wise distribution stats:
1. The Red color on
dealer name tells that the distribution is due
...... meaning the dealer is yet to get the despatch.
2. When the color is
green, the dealer has received the gift and also
acknowledged the receipt.
3. Yellow color is when
the dealer gift has been despatched through a
courier, but dealer acknowledgement has not yet
received.
4. You will also see
the consignment no & date for despatches made to
a dealer.
When you want to
create a new scheme, click the
button. This will display a screen where the
details have to be entered. The following fields
have to be entred:
1. Fin month select the
scheme month from the dropdown list, the sales
month for which the scheme is floated.
2. Select the scheme
business line from the dropdown
3. Enter the scheme
number as 3 digit number. If the scheme no is 87
enter as 087.
4. Enter the scheme
name
5. Enter Applicable
Products
6. Select the
applicable depot for this scheme. You can select
'ALL' in Region then you will get all the
depots.
If you want to
select depots in E1 select region as 'E1' All
the depots in E1 will be list in the right pane.
Select Multiples by Shift / Control key on the
depot you want to select. and press
to
select the selected depot. These will be
selected and shown in the left Pane. If you want
to deselect a selected depot click on the depot
which will e highlighted and press
and the
selected depot will be removed from the selected
list.
7.Eneter scheme
budget in LACS.
8. If you have 3
gifts and one CN as scheme benefits, select
as 4 rows.
The rows will be populated. as shown below:
9. Now select the
gift group
10. The gift items
will be listed from the previously entered in
gift master. select the gift applicable for this
scheme.
11. For CN select
gift group as CN
12. If purchase
effective price is zero, please update the
price. This will be the purchase price in the
purchase order when you create the purchase
order.
13. Enter the scheme
effective from and to date in the effective from
& to fields.
14. Submit or press
F7 to create the scheme master.
15. Now you can
choose the scheme and upload the scheme document
using the document upload option on the top tab.
16. Enter the
fields: scheme document type, document
description, doc reference no if any, reference
date, select a file to upload from your
local system and submit.
All the uploaded
documents will be shown at the bottom of this
screen and the scheme detail screen. The user
can download the files or open and view them by
clicking on the document title.
to
select the selected depot. These will be
selected and shown in the left Pane. If you want
to deselect a selected depot click on the depot
which will e highlighted and press
and the
selected depot will be removed from the selected
list.
as 4 rows.
The rows will be populated. as shown below:
