1. Envision’s SmartDistributorTM The Mobile Solution Customized For
Piramal Healthcare OTC

2. AGENDA Attendance Posting Products View Field Activities Reports
Meeting
Holiday
Leave
TSO Performance Entry
Closing Stock Entry
Invoices
Unsubmitted
Reload Masters

3. Flash Screen
When you open the application, it will show you the Flash Screen with the Logos of Piramal Healthcare and Envision Mobility Solution.
The Login will automatically load in the next few seconds.

4. Login Screen
The login screen shows the today’s Date on the top and shows the login form with User Name and Password boxes.
User has to enter the User Name and the Password in the respective fields and press Login shown in the bottom left of the screen.

5. Main Menu
On successful login authentication, the main “Home” screen will be loaded with the major mobile reporting futures
Attendance Posting
Products (View)
Field Activities
Reports
Meeting
Holiday
Leave
Others
Unsubmitted (Record(s) View)
Reload Masters

6. Attendance Posting
On selection of “Attendance Posting” option from the menu.
Select the sub-options IN or OUT to report your day stat or closure and press “Submit” menu shown in the bottom right.
Here,
IN - means starting time for work
OUT - means end of work day

7. Products Menu
Select “Products” option from the menu and press “Next” to view the products.

8. Products List
The product screen lists all Products with the details of
Product Name
Brand Name
ESV
SIH (Stock In Hand)
Due to limited mobile space, the screen shows only Product and Brand Names, press right button to view the ESV and SIH details.

9. Product List Cont.
Press “Close” to return back to the main menu.

10. Field Activity
Select “Field Activity” option from the menu and press “Next” to view the field activities menu.

11. Field Activity Cont.
Select the reporting Date and Beat where you worked for the selected date.
Also enter the Total calls, Productive calls and No of Display calls, etc
Then Press Next to enter into Order entry screen.
Notes:
You must report the field activities on the same date.
You can’t report activity for the future dates too.

12. Order Capturing
The Order capturing screen will display all the products, where user need to enter the Quantity and the Outlets in the 2nd and 3rd columns.
When the user select a product, the full name of the product will be shown in the top of the screen to avoid confusion among the SKUs.
Enter the total ordered quantity for the selected product.
Due to limited mobile space, the screen shows only Product Name and Quantity, press right button to view the Outlet and ESV details.

13. Order Capturing Cont.
Enter the total outlets ordered the selected product in the route.
Note:
In the order screen, the product name and the ESV are non- editable (read-only) fields.

14. Brand Selection
If you want to filter the products specific to the brand, please select the “Menu” shown in the bottom right of the screen.
Where you can see the options to choose the Brand.
Select the brand and press the center button to show the all products for the selected brand.

15. Brand Search
The brand selection screen will list all brands and also provide the search option.
User can select the Brand and press “Next” shown in the bottom left corner of the screen.

16. Brand Filter List
Now the order screen is list only the products of the selected brand. User can enter the quantity and the Outlets details.

17. Order Capturing
Press “Order Summary” from the menu shown in the middle of the screen to view the summary of all products selected.

18. New Order Summary
The Order Summary screen shows the list of line items ordered by the route with the following details
Product
Quantity (Qty)
Outlet
Price
Due to limited mobile space, the screen shows only Product Name and Quantity, press right button to view the Outlet and Price details.

19. Order Summary
Once you confirmed the order summary is correct, then you can either
Submit to report the order, by pressing the “Submit” option shown in the bottom right corner of the screen. OR
Save the order , by pressing the “Save” option shown in the Center of the screen.
Notes:
If there is any changes go back to the previous screens and change order details before Save / Submitting the Order.
Normally, you have to Submit the calls once your are completing the order details. Save option is only when you are not in coverage area or the order is not complete.

20. Reports
Select “Reports” option from the menu and press “Next” to view available reports to SO/TSO

21. Order History
Select “Order History” option from the menu and press “Next” to view the details of the last 3 Order(s) summary from the outlet.

22. Order History Cont.
The order history Screen would shows the past three orders from the selected outlet. The summary list would shows,
(Order) Date
Value
Number of Line Items
Due to limited mobile space, the screen shows only Date and Value, press right button to view the Lines detail.

23. Order History Cont.
Press “Close” to return back to the activity menu.

24. Target Vs. Achievement
Select “Target Achievement” option from the menu and press “Next” to view the Target Vs Achievement report.

25. Target Vs. Achievement View
Target Vs. Achievements Screen list the Brandwise Target and the actual achievement with the following details
Brand
Target
Achieved
Due to limited mobile space, the screen shows only Brand Name and Target, press right button to view the Achieved detail.

26. Target Vs. Achi. View Cont.
Press “Close” to return back to the activity menu.

27. Meeting
Select “Meeting” and press Next to enter the meeting details

28. Meeting Select Date of meeting Select Type of meeting
Then Submit to server

29. Holiday
Select “Holiday” and press Next to enter the holiday details

30. Holiday Select Date of holiday Select Type of holiday
Then Submit to server

31. Leave
Select “Leave” and press Next to enter the leave details

32. Leave
Select Leave date
Select Type of leave
Then Submit to server

33. Others
Select “Others” option and press Next to enter the miscellaneous details

34. Others
Select Date
Enter miscellaneous details
Then Submit to server

35. TSO Performance
Select “TSO Performance” option from the menu and press “Next” to enter the Performance scores.

36. TSO Performance
Select “TSO Name” then start enter the Performance Score for the given parameters.
Only Score will be shown in the screen, SO has to select the appropriate score based on his performance.
The current parameters and Its score details are
Parameter 2 4 6
Daily POB Achmnt
<50%
51-60%
61-75%
>75%
O/L Relationship
<5
5-9
10-14
>15
Leave Encashment
Unaware
Knows MTD Leaves
Knows YTD Leaves
Knows his LEK
Referral Scheme
No Referals
>=1 Ref. in Last 3 Months
>=1 Ref. in 1 Month
>= 1 Ref. & Joined in Last 3 Month
Reaches Market
After 10 NA
Before 10
At 9.30
Work KIT & Inc.
Does Not Carry
Carries 6 Items
Carries All 7 Items
VAF Sthapana
<90%
90-99%
All Outlets
Knowledge  Tgt.
Carries 1
Carries Both
Plan
NO Plan
Activity Plan
Activities by Outlet
Activ. by O/Ls, PC & POB by brand

37. TSO Performance

38. Closing Stock Entry
Select “Closing Stock Entry” option from the menu and press “Next” to enter the Closing Stocks for the stockists.

39. Closing Stock Entry
The Header Shows the Financial Year and the (Week) Sequence Number on the top
And the List of Stockist would be listed down based on the week- wise stockist coverage configuration in the back-office system.
The stockist name is prefixed with the following letters
[I] – Initial
[S] – Saved (Closing Stocks are captured partially)
[C] – All SKUs closing stocks are entered and Confirmed
Note: The submission of closing stocks would be possible, ONLY AFTER completing the entry for ALL Stockist.
Select the stockist and press Menu > Next to enter the closing stocks for the stockist.

40. Closing Stock Entry
The SKU list would appear with Product Name, Opening Stock (OS) and Closing Stock (CLS).
Where Product Name and Opening Stock columns are Read Only, SO can enter only Closing Stock for the SKUs.
By selecting Menu > Brand, would help you to select the other brand SKUs and enter its Closing Stock.
Once all SKUs entered, SO can see the stock entry for ALL SKUs by pressing the Summary option.
Notes:
On selection of an SKU, the full Name would be shown on the top.
If Closing Stock is not entered in mobile or OTC portal, system would calculate the secondary for that stockist as 0.

41. Closing Stock Entry
Once ALL Stockist are Confirmed [C], then select Menu > Submit to post the closing stocks.

42. Closing Stock Entry
The acknowledgement message would be shown once the stock entry are successfully posted to the server.

43. Invoices
Select “Invoices” option from the menu and press “Next” to enter the Invoices for the stockists.

44. Invoices
The Header Shows the Financial Year and the (Week) Sequence Number on the top
And the List of Stockist would be listed down based on the week- wise stockist coverage configuration in the back-office system.
The stockist name is prefixed with the following letters
[I] – Initial
[S] – Saved (Invoice entry are captured partially)
[C] – All Invoice entry are entered and Confirmed
Note: The submission of Invoices would be possible, ONLY AFTER completing the entry for ALL Stockist.
Select the stockist and press Menu > Next to enter the Invoice entry for the stockist.

45. Invoices
Once ALL Stockist are Confirmed [C], then select Menu > Submit to post the Invoice Entries.

46. Invoices Entry
The Invoice list would appear with Invoice no , Status, Invoice date and Receipt date
Where Invoice no and Invoice date are Read Only, SO can enter Status and Receipt date for the invoices.
Once invoices entered, SO can see the invoice entry for ALL invoices by pressing the Summary option.
Notes:
On selection of an Invoices, the full Number would be shown on the top.

47. Invoices Entry Receipt date should be greater than invoice date.
Mandatory for receipt date when you select status Y of particular Invoice
Note:-
Qwerty mobile you can press key 'Y' for status 'Y' and 'N' for status 'N'
In normal mobile key 1 for status 'Y' and other number for status 'N'

48. Invoices
Once ALL Stockist are Confirmed [C], then select Menu > Submit to post the Invoice Entry.

49. Invoices
The acknowledgement message would be shown once the stock entry are successfully posted to the server.

50. Unsubmitted Records View
The umsubmitted screen would list the orders that was stored locally

51. Unsubmitted Cont.
On selection of any particular record and press Menu would provide more options
To Remove the Selected Order
To Submit All Order(s)
To Show the details of the Selected order.

52. Unsubmitted Cont.
To view the details of the unsubmitted call, follow the steps mentioned below…
Select the record you want to view
Select the “Menu > Show” option
Press the center button.

53. Unsubmitted Cont.
The screen will shows the full details of the selected record.
Press right button to view more details.

54. Unsubmitted Cont.
Press “Close” to return back to the main menu.

55. Reload Masters
Select “Reload Master” option from the menu and press “Next” to download the latest updated master details from the server.

56. Masters Download Caution:
When you reload the masters, it will remove all transactions stored locally. So, before pressing “Yes”, ensure you have submitted all unsubmitted records. Otherwise, you would lose the locally stores data.

57. Application Exit
When you select “Exit” from the main menu screen, application will prompt you for the confirmation before closing it.
On confirmation by pressing “Yes”, application will close successfully.
Note:
Before closing the application, please ensure you have reported the OUT time attendance for the day.

58. Reports For ABM: Day Visit Summary Report

59. Reports For ABM: Order Summary Report

60. Reports For ABM: Cluster-wise Order Details

61. Reports For ABM: Salesman-wise Order Report

62. Reports For ABM: Brand-wise Order Report

63. Reports For ABM: Weekly Sales Report

64. Q & A
Confidential

65. THANK YOU
Confidential