A presentation by Werardt Systemss P Ltd

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Business Management Software Solution

For

Distribution Management

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SOHAMFinance

OR S O HA MDM S

ERP For Distribution

Primary Sales

Secondary Sales System

Export To Tally

Solutions at Three levels

Web based - Mobile Ready

SOHAM ERP For Manufacturing

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Three types of Main Business Activities

1. Primary Sales Activities

2. Secondary Sales Activities

3. Analyze & Control

S O HA MDM S

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Creation of Distributor master

• Distributor details

• Credit period and credit limit

• Distributor Classification based on say, Distributor Levels

• Price List based on Classification

• Linking to Sales Representative

• Definition of Area, City & Market Segment

• Defining Sales targets

Primary Sales Activity

S O HA MDM S

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Order Booking (Order Acceptance – OA)

●Picks up rate from Price list and applies discount structure from Pricing policy

●Shows previous five transactions

●Shows on-line stock

●Auto-application of Schemes

●Can define delivery schedules

●Consignee details

●Credit Control

●Email notification to Distributor and Sales Person, and also to management based on a pre-defined criteria

●Generates ‘Indent for Procurement’ if Stock not available

Primary Sales Activity

S O HA MDM S

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Procurement

•Procurement can be just a Requirement to your Manufacturing Section or Purchase Order to an External Supplier

•Creation of approved Indent ( OA based ) if stock is not available

•All verbal decisions taken by key persons in the organization can insert ‘Indent – Stock purpose’

•Dispatch Schedule contributes in defining this Stock quantity

•Purchases would be booked and landed rate is calculated against every Batch

Primary Sales Activity

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Inventory

•Can define multiple sub-locations for Goods Storage

•Manufacturing and Expiry Date against Product

•Inventory Valuation on Running Weighted Average or At-Cost methodology

•Traceability of Goods Sold

•Goods Return and Scrap Handling

•Product Sample Accounting

•Stock shortage report against unfulfilled Orders

Primary Sales Activity

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Dispatches

•Daily Dispatch Plan based on Orders received

•Auto Invoice preparation based on OA

•Auto-effects to Stocks and Financial Accounts

•Keeps a Check on credit limit

•Email notification to Buyer and Sales Person

•Sales Representative linkage with every Dispatch

•Transportation Cost against every Invoice

•Product Expiry and Credit Note handling

Primary Sales Activity

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Analyze

•Quick View - Distributor & Supplier folder shows details on Due & Overdue Outstanding's, Business done, Due deliveries etc.

•Sales Targets and Variance

•Margin – Area, City, Sales Person and Distributor wise,

•Sales Analysis – Area, City, Distributor wise & Product wise

•Sales Trend – Month, Quarter, Year ( Last 5 Years trend )

•Collection plan and Collection performance

•Stock Trend

•Stock Valuation

•Age-wise Analysis of Stock

Analyze & Control

S O HA MDM S

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Controls

•Bill passing strictly based on GRN

•GRN strictly based on Purchase Orders

•Purchase Orders are based on Indents

•Indents are based on Distributor Order or for Stock purpose

•Order Approval required for Distributors above Credit limit or Overdue Outstanding

•Order Approval required for Samples

•Option to discontinue Distributor for New Orders

•Option to discontinue Suppliers for New PO

•Option to block discontinued Items

•Price control based on Price lists in Soham

Analyze & Control

S O HA MDM S

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Product – wise                               

Product - Group – wise                               

Sales Person – wise                                  

Marketing Office – wise                                  

Area-City – wise                               

Distributor – wise                                  

                                 

                                    

Analyze & Control

S O HA MDM S

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Data Security

•Provision of Role & Responsibility based Security

•Each and Every Option in the Software is governed by Security rights

•Provision to define Approving authorities

•Provision to lock data for specified period

Analyze & Control

S O HA MDM S

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Communication through ‘Email Notification’

•Define your own types of Email notifications

•Can define criteria for generating notifications

•Notifications are generated at the execution of any Business Process

•Notification helps to communicate the next person in Business Cycle

•Notifications can be Dispatch Intimation to Distributor, OA copy to Distributor, Delivery details to Distributor, ‘Approval required’ to managers and so on

Analyze & Control

S O HA MDM S

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Analyze & Control

RMAX Reporting Features

•Define your own Information Outputs

•Define your own Graphs

•Multiple Companies and multiple years data is consolidated in one output

•Output is generated in MS-Excel Pivot views & graphs

•Can define your own filters to the information outputs

•Outputs can be auto-emailed to defined users based on a pre-defined frequency

•Sales Person can see his data only

•Security – Role-wise and Responsibility-wise

S O HA MDM S

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The Mobile Ready Web Based

Secondary Sales System

S O HA MDM S

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CONNECT – The Online Secondary Sales System

Introduction

If you want Real-Time visibility of your Market operations then that’s precisely

what CONNECT provides, by reducing the time to Track, Order and Report.

It consists of a comprehensive Web based system along with a Mobile based

component to reduce the time to book orders and report. Thus providing you

with an excellent system to track, analyze and take action.

It is a surprisingly simple tool for the Sales Representative and is clearly the

missing link between The Company and its Retail Markets that is covered

through its Secondary Sales operations.

Can easily be integrated with SOHAM-DMS our ERP for Distribution

Management that essentially covers Primary Sales.

S O HA MDM S

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Your Compan

y

Stockist or C&F

Distributor

Retailers

Sales Managers

(TSM / ASM)

Stockist or C&FStockist

or C&F

DistributorDistributor

s

Sales Representatives

(SR)

Retailers

Retailers

Please Note This structure could vary slightly depending upon your hierarchy

from Werardt is a Web-based

Mobile-ready Secondary Sales

System

from Werardt is a Web-based

Mobile-ready Secondary Sales

System

CONNECT to your Markets … Online!

http://www. Website

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CONNECT – The Setup Information

The Setup Information

•An independent Online Web based system

•Region, Area and Route wise Market distribution

•Classification of Retailers on Retail & Institutional or Modern Trade

•Defining your Distributors

•Defining your Sales hierarchy – RSM, ASM/TSM, SO/SE/SR i.e. Regional, Area, Territory and Field level persons

•Product SKU information – Category, Sub-category, Packing type, Packing, MRP, Item code & Description

•Region wise price lists for Retailers & Distributors (SKU wise)

•Institutional or Modern Trade Rate contract

•Distributor wise yearly targets distributed in Months

•Sales person wise yearly targets distributed in Months

S O HA MDM S

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CONNECT – Operational Features

The Operations

•Secondary Sales Order Collection on Mobile

•Scheme entry based on Category, sub-category, Packing and MRP

•Goods Return and Expiry entry on Mobile for Secondary

•Primary Sales collection also available on Mobile

•Expiry entry for Primary on Mobile

•Mapping of Distributors Sales bill against Secondary Orders as well as Primary order

•Monthly Stock & Sales collection figures from Distributors – Monthly opening & closing stock, Total primary and Secondary sales figures

•Email to Distributors about the daily Orders received, Goods returned, & Expiry in a standard CSV or Excel format for import in their system

Mobile & Web based operations for Online Market Visibility!

S O HA MDM S

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CONNECT – What you get out of it

The Reports

•Sales persons reporting structure

•DSR – Daily Reporting of number of Calls made, number of Productive calls, Retailer wise booking, number of New Retailers added,

•Sales Analysis Reports based on various parameters like – Month, Quarter, Region, Area, Route, Distributor, Sales person, Category, Sub-category, Packing, etc.

•Salesperson wise weekly reports

•Target wise Achievement Comparison for Month, Quarter & Year

•Scheme Utilization report for Distributor Claim settlement purpose

•And many more …

The System displays & prepares all the Reports for you Online!

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CONNECT – How can it be Deployed?

We offer you with two Options

As a Hosted Application

Here we offer a Server on which your application will be hosted. This will run on a Subscription model where we will take care of the IT Infrastructure requirements. This is a faster option considering the fact that you don’t have to invest in IT Infrastructure

As a On-Premise Installation

Here we will install the entire system on a Server under your control. And considering the number of users who will be interacting with the system you will have to ensure a sound Infrastructure and Connectivity at all times

Whichever option you choose just get … Connected !

S O HA MDM S

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Thank You

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Contact Information

Werardt Systemss Pvt LtdPune, India

Phone : 91-20-25285256, 25285257

Website : http://www.werardt.com

email: business@werardt.com