MANUAL. DHRUV CHAUHAN MARG COMPUSOFT PVT.LTD. Mobile: Office: (30 Lines)
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1 2011 MANUAL DHRUV CHAUHAN MARG COMPUSOFT PVT.LTD. Mobile: Office: (30 Lines)
2 Contents Login by MR... 4 Submit Reports... 5 My TP... 5 Doctor DCR... 6 Chemist DCR... 8 Extra Activities... 9 Expanses Other Reports MR Update Doctor Chemist Sales Sample Request M.R. Utility Leave My Mail Login by Admin Master Reports Master Product User Doctor Courier Admin Utility Admin Utility for MR Approval Admin Utility Area DCR Report Doctor List Web : Page 2
3 Product competitor Login by ASM Submit Reports ASM Plane Chart DCR Joint My Expanse Daily Allowance Other Reports A.S.M. Update Star Doctor Expenses Leave A.S.M. Utility Sample Request Login by ASM for MR Main Reports DCR Approved Approved Expenses TP missed doctor Other Reports Approval DCR Login by ASM for MR Home Page Home M.R. Update Previous Month Report Status Web : Page 3
4 Login by MR Enter Your User ID Important Note Enter Your Password Click on Enter Button for Login after enter User Id & Password System will not accept the Call report after 4th day of working date. You have to ensure that your next month TP is to be filled up to 15th of the current month. Please note that in absence of tour program system will not accept your reports. You will be submitting your next month secondary sales plan of by 1ST of the month. Web : Page 4
5 Submit Reports My TP 1. It should be submit till 15 th of every Current month for the next month TP. 2. There are two methods first area wise, second doctor wise. 3. MR can fill his TP after 15 th of current month, if he will have to take approval from admin for pending TP. 4. Admin can get this approval automatic in approval. submit MTP(monthly Tour Program) My TP Web : Page 5
6 select date or dates for MTP select area or areas for selected date MTP Doctor DCR 1. Date selection with in valid days only. 2. There is a option for late DCR,if MR could not submitted his DCR with the valid days then that date DCR will reflect on admin approval automatically, if admin approve this, then only MR can submit his late DCR by clicking on Check box of Late DCR. 3. Area selection, Area will reflect according to TP of selected date but if MR want to divert from TP he can click on Divert button and if he works additional then click on Additional and if he worked other MR's area then he have to click Additional Other button. 4. Doctor selection -Doctor Name will reflect according to TP filled or selected area always. 5. Product selection, product reflects according to doctor's focus product, if MR detailed a new product then he will have to click on new product with detail. 6. Gift/sample details can enter also according to doctor. Web : Page 6
7 Step-1 Click here for Submit doctors according DCR (Daily call report) Doctor DCR Step-4 select doctor Step-3 Step-2 Click here to select date for DCR select Area Step-5 You can Select Visit type as morning or evening Step-6 You can select Designation of managers with whom you worked. Step-7 Select product OR products Step-8 Select business status here Step-9 Product status old and new product. Step-10 You can fill details of product or remarks according to doc. Step-11 select gift or sample has given to doctor Step-12 submit Doctor DCR. Web : Page 7
8 submit Late DCR additional work Click here if worked in other MR s Area. divert TP Chemist DCR 1. Same as Doctor DCR. Step-1 chemist DCR Step-2 select date for DCR enter late DCR Step-5 Enter the order no Step-4 select chemist according to selected area Step-7 Click here to submit chemist DCR Step-6 Enter the enter value Step-3 select Area Web : Page 8
9 Extra Activities 1. MR can submit extra activities other then DCR Doc, DCR Chem. Step-1 submit extra activities Step-2 select Date Step-3 select activity submit late DCR Step-4 Enter the detail of activity Step-5 submit Web : Page 9
10 Expanses 1. Expenses submit, expense can be submit according to DCR Date, there are two options individuals & doctor. Step-1 Click here to submit expanse Step-2 select Date Step-4 Enter detail of expanses Step-3 select Individual or doctor Step-5 submit expanse Web : Page 10
11 Other Reports MR Update 1. Doctor, chemist, My TP, My DCR, My Leave My Expense these are the options for MR can check that these have been approved or not. check updates M.R.Update check doctor approval Click here to check chemist approval check TP approval Click here to check DCR approval check Leave approval Click here to check expanse approval Web : Page 11
12 Doctor 1. Add, Edit, Deactivate, Delete these are the options it have. doctor master - Add, Edit, Deactivate, Delete these are the options here Web : Page 12
13 Chemist 1. Add, MR can add new chemist. Click here to chemist master Web : Page 13
14 Sales 1. Primary sales, it will be fill by admin. Web : Page 14
15 2. Sales Planning, this is the product wise sales planning for 10th, 20th, 30th of next month with whom doctors form which stockiest. enter Sales Planning select product Auto display submit all data Enter QTY for 10 th, 20 th, 30 th of next month Select stockiest here Auto display Total value of 10 th, 20 th, 30 th of next month sales planning Web : Page 15
16 3. Secondary sale, MR will have to fill only Closing Balance at 10, 20, 30 w.r.t. Stockiest. Opening balance comes automatically from last closing secondary sale select stockiest Enter primary sale here Enter sales return here Enter closing balance here Secondary sale come automatically using tab submit all data now Web : Page 16
17 4. Chemist sale, Product wise. Click here to select select chemist Click here to chemist sale Enter product quantity here submit all the entries here Web : Page 17
18 5. Chemist Product Activity, Product availability w.r.t. chemist. select area select chemist Chemist Product Activity select product or products for availability Web : Page 18
19 6. Expiry Tracker, MR will have to fill Exp Date, Qty of products, Plan (Report of C&F OR Doctor), Date. select stockiest Expiry Tracker Web : Page 19
20 7. Product Competitor. product competitor select product name Enter brand name or company name for competitor Enter price or PTS for competitor product submit Enter competitor product here Sample Request 1. Sample, Fill Order by selecting Product w.r.t. Category with showing balance details. sample request select category of product select product Enter product QTY required Web : Page 20
21 2. Special sample, Fill special request w.r.t. Doctor by selecting Areas. select area select area select doctor Enter details for special sample submit Web : Page 21
22 M.R. Utility 1. Plan Chart, Select Month for view MTP. Web : Page 22
23 2. Fare Chart. 3. Courier Tracking. 4. Update Password. 5. Memo. Web : Page 23
24 Leave 1. Holiday List. 2. Leave application, select from date, to date then type of leave and fill details. Web : Page 24
25 3. Leave Detail, MR Can view his Leave status (Approved OR Not approved). My Mail 1. Same as Gmail or yahoo. Web : Page 25
26 Login by Admin Master Reports Master 1. Sate, Admin can create State Name and can view & edit created State Name also. 2. HQ, admin can create HQ according to created State and view & edit also. Web : Page 26
27 3. City, admin can create City according to State, HQ and view & edit also. 4. Area, admin can create Area according to State, HQ, City and view & edit also. Web : Page 27
28 5. Fare chart, admin can create distance between two areas. 6. Degree, admin can create Degree and view & edit also. Web : Page 28
29 7. Specialization, admin can create Specialization and view & edit also. 8. Chemist, admin can create Chemist & details according to State, HQ, City, and Area. Web : Page 29
30 9. Stockiest, admin can create Stockiest & details according to State, HQ, City, Area. Product 1. Category, admin can fill product category like product sample, gift, and product salable. Web : Page 30
31 2. Product Master, admin can fill product & details according to Category, state and view & Edit. Web : Page 31
32 User 1. Add, admin can add new user Group wise Like Designation & HQ. Web : Page 32
33 2. Edit, admin can edit user details like General Details, salary information, DA, Login information, according to State & MR name. Web : Page 33
34 Web : Page 34
35 Doctor 1. Add, admin can fill Doc& details according to state, HQ, city, area. Web : Page 35
36 2. Edit, admin can edit doc details like general details, Grade, Degree, Specialization, Products according to state, MR, area, doctor. Web : Page 36
37 Web : Page 37
38 Courier 1. Company, can be fill courier company name with view and edit. 2. Courier Sending, can be fill courier sending details. Web : Page 38
39 Admin Utility 1. Attendance, Can be view all attendance according to selected state (After login), Month. 2. Home Page Message, can be browse message.jpg format for home page of all MR. Web : Page 39
40 Admin Utility for MR Approval 1. DCR, admin can approve all DCR of MR with view of Approve Date, TP Doctor, Total Visit, Morning, Evening, Missed, As T.P., Divert, Additional, Late DCR, Chemist Detail, More details also. Web : Page 40
41 2. Doctor, Approval for new doc added by MR. 3. Deactivate Doctor, Admin can approve deactivated doc by MR. Web : Page 41
42 4. Delete Doctor, Admin can approve deleted doc by MR. 5. Chemist, Admin can approve added Chemist by MR. Web : Page 42
43 6. Late TP, admin can approve late TP requested by MR. 7. Late DCR, admin can approve late DCR Not Fill by MR. Admin Utility 1. ASM Grade, it view's grade to MR given by ASM. 2. Fare, admin can fill Type of area Like Local, EX-City, Out Station. Web : Page 43
44 3. Primary target, admin can fill MR target of sale of Month Product wise. 4. Memo to MR, admin can send memo to MR. Web : Page 44
45 5. Update Password. 6. Holiday. Area 1. Area Info, admin can view Areas with their docs of MR. get full detail of doctors for respected area Web : Page 45
46 get all detail of each doctor in popup Web : Page 46
47 2. Add, admin can add area for a MR from another MR. 3. Remove, admin can remove area. Web : Page 47
48 DCR Report 1. Expense, Admin can approve expense chart. Web : Page 48
49 2. MR Plane Chart, admin can view TP according to Month MR. Web : Page 49
50 3. Doctor Not Planed in TP, admin can view that type of doctors with last visit by MR. 4. DCR Miss Doctor, admin can view Doctors that was in TP but not in DCR month wise. Web : Page 50
51 5. Doctor Wise DCR, admin can view Doc's visit count by selecting area and month. 6. Grade wise DCR, admin can view Doc's visit count by selecting area, grade, and month. Web : Page 51
52 7. Product wise DCR, admin can view Doc's visit count by selecting area, Product, month. Web : Page 52
53 8. Annual DCR, admin can view Doc's visit dates according to all month of current year by selecting area. Web : Page 53
54 Doctor List 1. Product wise, admin can view Doc List by selecting of area and product. get Doctor detail Web : Page 54
55 2. Grade wise, admin can view Doc List by selecting of area and grade. get Doctor detail 3. Specialization wise, admin can view Doc List by selecting of area and specialization. get Doctor detail Web : Page 55
56 4. Business Status wise, admin can view Doc List by selecting of area and Business Status. Product competitor Product competitor, admin can view product competitor filled by MR. Web : Page 56
57 Login by ASM Submit Reports ASM Plane Chart 1. ASM can select date of month then select MR then select Area or multi area according to MR. 2. Late TP. DCR Joint 1. Date selection with in valid days only. 2. Area selection, Area will reflect according to TP of selected date but if ASM want to divert from TP he can click on Divert button and if he works additional then click on Additional. 3. Individual OR Joint, There is option for Individual OR Joint if Select Joint, Name of MR will be reflects automatic. 4. Doctor selection, Doctor Name will reflect according to TP filled or selected area always. 5. Enter The MR Status, there are many option like-bag Preparation, Rcpa Prior to call, Commitment from Dr. to prescribe, Birthday/Anniversary wish, Ability to confront with non prescriber, Overall observation as compared to last working, Business Compare to last visit My Expanse 1. Expenses submit, expense can be submitted according to DCR Date. Daily Allowance 1. Daily Allowance, there should be submit KM according to DCR filled with type of area. Other Reports A.S.M. Update 1. A.S.M. Update. Web : Page 57
58 Star Doctor 1. Add, Selection of Doc with accepted Sale according to MR and their area with starting date to end date. 2. Deactivate, Just for deactivate Star doctor. 3. Sale, Actual sale can be submitted according to month. Expenses 1. Daily Allowance. 2. Expanses Leave 1. Leave, this is leave application format. 2. Leave Detail, 3. Holiday List, Can view Holiday List A.S.M. Utility 1. Change Password, 2. Courier Tracking, Sample Request 1. Sample, fill order WRT category, product. Login by ASM for MR Main Reports DCR Approved 1. D.C.R. Approval, ASM can approve all DCR of MR with view of Approve Date, TP Doctor, Total Visit, Morning, Evening, Missed, As T.P., Divert, Additional, Late DCR, Chemist Detail, More details also. Web : Page 58
59 Approved Expenses 1. Expanse Approval, this can be approving Submitted expanse by MR, according to exp Category. TP missed doctor 1. Doctor Not Planed in TP, ASM can view that type of doctors with last visit by MR according to Month. Other Reports Approval 1. Approved Doctor, Doctor for approval. 2. Approved Chemist, Chemist for approval. 3. Approved Sample, sample approval for sample request. 4. Approved Delete Doctor, Deleted doc approval. 5. Approved Deactivate Doctor, Deactivate Doc Approval. DCR 1. TP Miss Doctor, Doctor Not Planed in TP, ASM can view that type of doctors with last visit by MR according to Month. 2. DCR Miss Doctor, ASM can view Doctors that was in TP but not in DCR month wise. 3. Doctor Wise DCR, ASM can view Doc's visit count by selecting area and month. 4. Product wise DCR, ASM can view Doc's visit count by selecting area, Product, month. 5. Grade wise DCR, ASM can view Doc's visit count by selecting area, grade, and month. Web : Page 59
60 Login by ASM for MR Home Page Home M.R. Update 1. Area in panel :- No of areas in MR. 2. Doctor in panel :- No of Doctor in MR. 3. Active Doctor :- No of Active Doctor in MR. 4. Deactivate Doctor :- No of Deactivated Doctors in MR. 5. Total Chemist :- No of Chemist in MR. 6. Stockiest :- No of Stockiest in MR. Previous Month Report 1. TP Missed Doctor: No of Doctor Not Planed in TP. 2. DCR Missed Doctor: No of Doctor Not submitted in DCR. 3. Total Visit Doctor: - No of Doctor in DCR. 4. Total Visit Chemist: - No of Chemist in DCR. 5. Total POB Chemist :- 6. Stockiest :- Status 1. No of doc give business Null. 2. No of doc give business < No of doc give business < No of doc give business <1000. Web : Page 60
61 5. Call average: Doc calls average. fdgdgdf Web : Page 61
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