ICT Department

Particular SRS (Software Requirements Specification) for Sales Force Automation System from Sales/MIS Department
1. Fully online/offline platform 10. Reports in Excel and PDF for download
2. Compatible with all browsers 11. Reports generated by using employee Hierarchy, Market Hierarchy, and date range
3. Server and cloud-based hybrid 12. Ajax search box
Software 4. Manual and automatic backup possibilities 13. User validation of fields
Requirements 5. Unlimited super-admins 14. Responsive to mobile phones and different screen sizes
6. Full customization possibilities, including design and architecture 15. Database Design and Structure need to be shared with us and it should be a
7. User-friendliness even for less proficient users relational database.
8. Multiple-tier audit trail 16. Web Application will support both device PC and Mobile Platform
9. Email and in-portal notifications (icon) for key actions
17. Sales Force Automation (Secondary Sales):
17.1 Outlet’s enlistment all over the nation
17.1.1 Outlet Entry (Outlet Name, Proprietor Name, Address, Phone Number, Type of Outlet/Category Select, Lat Long Setting/GEO, Outlet Monthly Avg. Sale, etc.),
Online & Offline Entry
17.1.2 Outlet Photo Upload
17.1.3 Outlet enlist from Route Start to Route End
17.1.4 Outlet enlist with consider Market/Clusters
17.1.5 New Outlet Add, Closed, Modify, and Disable Option
17.1.6 Group-wise Outlet Entry.
17.2 Order Collected by Sales Officer
17.2.1 Spot Sale and Billing
17.2.2 Normal Order Collect by Pcs & Ctn or Both (Order Notification by SMS to the Customer/Print/PDF Sharing), Edit order, Allow ASE & RM, Data Sync every 2-3 M,
Order Online & Offline, Shop Close open Camera to take Photo.
For Mobile 17.2.3 Trade Offer and other offer will show at the time of order collection
Application 17.2.4 Previous Sales History View, Focus Product view/Highlight others
17.2.5 Distributor Stock will show in the Mobile Software
17.2.6 Outlet-wise Campaign information cover (Noodles Display Program)
17.2.7 Trade offer list pop-up and apply, Trade Offer can up to Outlet
17.2.8 Profitable /power product pop-up.
17.2.9 Audit officer order collect option in all non-trading Outlet.
17.2.10 Working Day Setup
17.2.11 Product Catalog show and shareable as PDF via WhatsApp etc.
17.2.12 Survey Try Before Buy, New Product launching
17.3 Damage data input in real-time order time product wise data. Return Product to Product or SKU Discount
17.4 Sales Officer attendance. Leave, punishment Note, OSO attendance, SO joining.
17.5 SO-wise and Product-wise targets will show from the Mobile System
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17.6 Work Plan wise Daily Target Setup

17.7 SO-wise target set up in the system from the Bottom layer to the National
17.8 Mgt. SMS/Video/Instruction/pdf will be displayed on the Mobile Screen, Exam-taking
17.9 Day Closing System

For Mobile 17.10 Necessary reports

17.10.1 Daily Order Summary and Details
Application
17.10.2 Daily Delivery (IMS) Summary and Details
17.10.3 Daily Damage Summary and Details
17.10.4 Working Plan, Sales Monitoring Sheet
17.10.5 Performance Sheet, Route Brand wise IMS
17.10.6 Target Vs. Achievement, Outlet Previous Sale History
17.10.7 Trade Offer List Report, Others Reports
17.10.8 LPC striking rate, SO productivity, and non-executing report
18. Institutional Sale:
18.1 Delivery Order Collect
18.1.1 Order Collect from Super Shop, Estimated delivery date, and input option
18.1.2 Order Collect from Corporate Client
18.1.3 Customized product-wise custom price setup (Same SKU or Custom Combo; as per Mr. Saddam Hossain’s requirements.)
18.1.4 Second layer will approve DO
18.1.5 Individual Party Wise Price Setup, Credit amount will show at time of DO
18.1.6 Credit Management System
18.2 Delivery confirmation
18.3 Partial receive will be allowed and return option will be there
18.4 Customer Ledger/debit/credit balance statement
18.5 Damage Information Input
18.6 Day Closing System
18.7 Necessary reports
18.7.1 Order Summary and Details
18.7.2 Credit Report Party Wise
18.7.3 Discount Report (Discount Availability, party Discount Summary and Details)
18.7.4 Customer wise delivery report (Delivery, Pending, Do)
18.7.5 Pending report summary/details
18.7.6 GRN – Yes/No check/tik box delivery
18.7.7 Stock report of factory
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18.8 Goods Delivery Report

19. Audit:
19.1 Gap Outlet Information Collect
19.2 Market Coverage Entry
19.3 Shelf Stock and Sale Contribution Entry
19.4 Day Closing System
19.5 Competitor information input field
19.6 Audit officer route assign option (also in web)
19.7 Necessary Reports
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For Web 20. Sales Force Automation (Secondary Sales):

Application 20.1 Market Hierarchy Setup (Group, Zone, Region, Area, Distributor, Territory, Route, Market/Cluster, Outlet), Add, Inactive, Transfer, Restructure
20.2 Market/Cluster Entry Under Territory layer and Upper Retailer Layer
20.3 Filed Force wise User and role define as per responsibility
20.4 Sales Force movement tracking up to Sales Manager Level
20.5 Tour Plan Setup
20.6 Necessary Reports
20.6.1 Attendance Report
20.6.2 Daily Order Summary and Details
20.6.3 Daily Delivery Summary and Details
20.6.4 Daily Damage Summary and Details
20.6.5 Working Plan
20.6.6 Sales Monitoring Sheet
20.6.7 Performance Sheet
20.6.8 Route Brand wise IMS
20.6.9 Target Vs. Achievement
21. Demand Order (Primary Sale):
21.1 Demand Order input by Distributor/ASE/RM and Trade Offer will show while DO Execute
21.2 Demand Order confirmation by CSD and Free Product will be calculated with IMS Projection
21.2.1 Cross check with balance and DO amount, DO correction option before DO send to SAP
21.3 Demand Order payment confirmation
21.3.1 Bank, Branch, Amount, Date and Other Channel (RTGS, Cash, Cheque, Mobile Apps, Internet Banking, etc.) Select or Input Option from Distributor End
21.4 At the time of DO 4 Information will show: Distributor's Stock, IMS, Pending, and Re-order Level Suggest.
21.5 Input Distributors Incentive, Inaccessible, Carrying, Re-carrying bill, Depot Commission, VAT, TT and DD bill & Truck fare adjustment, Different types of Product
Promotion adjustment, Damage adjustment
21.5.1 All the adjustments will be added in each Distributor Head
21.6 Demand Order and Delivery Challan information Share with SAP in a prescribed format for Upload and download
21.7 Necessary reports
21.7.1 DO Report Summary and Details Distributor Wise, Market Hierarchy Wise, Group Wise, National
21.7.2 Bank Deposit Information Report
22. Distributor:
* Demand Order Option (also through mobile Application)
22.1 Delivery confirmation of previous day order (IMS)
22.1.1 Delivery Invoice Print Individual Memo with free product
22.1.2 Route Wise Product Summary
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22.1.3 Return/confirmation of Physical Goods against Order

22.1.4 Summary Delivery value input system against the order of SO of a Route
22.1.5 Goods Delivery against Damage Goods
22.2 Distributor’s Spot Sale Update
22.2.1 Show Order
22.2.2 Show in IMS
22.3 Distributors List Update, addition, Inactive, Modified
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22.4 Distributor wise User and role define

22.5 Distributor Wise Product wise Target Setup and send to SAP as per format
22.6 Distributor Inventory Management
22.6.1 Goods Receive from Factory (Full and Partial)
22.6.2 Goods Receive from another Distributor
22.6.3 Dispatch Goods to another Distributor
22.6.4 Pending Goods List/Goods in Transit
22.6.5 Reorder Level Setting
22.6.6 Inventory Adjustment (Stock In or Stock Out)
22.6.7 Auditing
22.7 Damage Stock Management
22.7.1 Damage Stock Receive
22.7.2 Damage/Market Return Burn/send to Factory (Stock Out)
22.7.3 Damage Value Adjustment
22.7.4 Damage Price Calculation/Setup
22.7.5 Reconciliation at the time of Final Count/Return to Factory and Damage Physical Product and Inventory Reconciliation
For Web 22.8 Promotional Goods Settlement
22.8.1 Promotional Goods value Adjustment
Application 22.9 Distributor Ledger Update/Distributor Accounting Statement / Reconciliation
22.9.1 Ledger Maintain in Goods
22.9.2 Ledger Maintain in Money
22.10 Distributor’s Final Settlement
22.11 Day Closing System
22.12 Necessary reports
22.12.1 Route Wise, SO Wise, Market Hierarchy, and Product and Distributor wise Sale (IMS) Summary and Details
22.12.2 Delivery Return Summary and Details (e.g., 5 territories cumulative 1 delivery summary)
22.12.3 Damage Goods Collection summary and Details
22.12.4 Spot Sale Report
22.12.5 Distributor List
22.12.6 Distributor Receive from Factory
22.12.7 Distributor Receive from Other Distributor
22.12.8 Distributor Receive from Depot
22.12.9 Distributor Dispatch
22.12.10 Distributor Pending/Goods in Transit (All, Factory, Distributor)
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22.12.11 Inventory adjustment

22.12.12 Stock Report Summary Details
22.12.13 Damage Burn Report
22.12.14 Free and Promotional Adjustment Report
22.12.15 Distributor Ledger Report Both
22.12.16 Late Payment Prepares for adjustment
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For Web 23. Institutional Sales:

Application 23.1 Credit Facility option (Party Wise)
23.2 Individual party wise Discount Setup
23.3 Customized product wise custom price setup (Same SKU or Custom Combo; as per Mr. Saddam Hossain’s requirements.)
23.4 Delivery confirmation
23.5 SO wise and Product wise target upload in the System
23.6 SR/Supervisor Tracking System
23.7 Customer wise account ledger (PDF/Excel)
23.8 Payment input option with VDS, TDS, and others
23.9 FF Attendance
23.10 Day Closing System
23.11 Necessary reports
23.11.1 SO attendance Report
23.11.2 Order Summary and Details
23.11.3 Credit Report Party Wise
23.11.4 Discount Report (Discount Availability, party Discount Summary and Details)
23.11.5 Goods Delivery Report, Sales Trend Report
23.11.6 Damage Report
23.11.7 Sales Report SO Wise, Party Wise, and Market Hierarchy wise
24. Depots/Franchise:
24.1 Depot Collect Demand Order from Enlisted Distributors
24.2 Distributors Fund confirmation
24.3 Depot’s Distribution Management
24.3.1 Create Invoice as per Distributor Delivery Order and show Pending List with Free Product
24.3.2 Pending Invoice create for Distributor with Free Product
24.3.3 Invoice will show Physical Goods Location Automatically (Bin System)
24.4 Depot Demand Order will show automatically of Distributor Cumulative DO
24.5 Depot Inventory Management
24.5.1 Product receive at Depot Inventory
24.5.1.1 Whole Challan with Location Tracking
24.5.1.2 Partial Challan with Location Tracking
24.5.2 Inventory Adjustment (Stock In & Stock Out)
24.5.3 Reorder Level Setting
24.6 Depot Ledger Update
24.6.1 Ledger Maintain in Goods
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24.6.2 Ledger Maintain in Money

24.7 Day Closing System
24.8 Necessary reports
24.8.1 Distributor DO Priority List
24.8.2 Depot Delivery Report Summary and Details
24.8.3 Depot Goods Receive Report
24.8.4 Depot Goods Pending/ In Transit Report for Factory and Distributor
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For Web 24.8.5 Fund Confirmation Report

24.8.6 Floor Goods Tracking Report
Application
24.8.7 Stock Report Summary and Details
24.8.8 Inventory Adjustment Report
24.8.9 Reorder Level Report
24.8.10 Ledger Report
25. Audit:
25.1 Gap Outlet Information collect
25.2 Market Coverage Entry (both own and competitor coverage entry for analysis)
25.3 Shelf Stock and Sale Contribution Entry, and SKU Coverage -Per Outlet average SKU (All Product)
25.4 Findings report writing options
25.5 Day Closing System
25.6 Necessary reports
25.6.1 Gap Outlet Information Report
25.6.2 Market Coverage Report, SKU Coverage -Per Outlet average SKU (All Product)
26. Brand/Marketing:
26.1 New Product Input with Details (Name, Price, Brand, Category, Sub Category, Weight, Launching Date, Code, Pack Size, IMS Code, Account’s Code, SAP Code etc.)
26.2 Promotional Offer Input with various combination (Trade Offer, Scratch Card, Merchandising Display, etc.)
26.3 Product price increment and Reduction
26.4 National Target Setup Group Wise and Split to Down Level
26.5 Target Setup Down Level to Top Level
26.6 Slab Promotion Setup and Combined Promotion Setup, Coupon based Promotion, Discount System product, Outlet wise, Invoice wise etc
26.7 Trade Offer Setup upto Outlet level & Specific Location. Trade Offer Effect by Circular/Auto, Price Change Circular and effect by Circular/Auto
26.8 Necessary reports
26.8.1 Product History Report
26.8.2 Product Price List Report (IP, TP, MRP) single and Carton
26.8.3 Individual Promotional Report
26.8.4 Product Price Increment and Reduction Report
27. Field Force & MIS:
27.1 Payroll Management for Field Force
27.1.1 Field Force Salary Calculate
27.1.1.1 Field Force Attendance Update
27.1.1.2 Joining and Resign Update
27.1.1.3 Transfer
27.1.1.4 Working Day Count
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27.1.2 Input Others Payable amount in Gross Salary Head (FF Incentive Monthly, Quarterly, Yearly, etc., MOM, TA/DA, OSO Bill and others adjustment) 27.1.3
Deduct Motorcycle and Netbook Amount
27.1.4 Adjust Previous Salary and Held up Salary
27.1.5 Prepare Pending Salary List
27.1.6 Increment add Field Force Wise
27.1.7 Eid Bonus Calculation, and PMS for FF
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For Web 27.2 Field Force Add, Active, Inactive/Resign (Head Office) (with all Relevant/details Information), Rejoin, Transfer, Promotion, WPF, Difficult area allowance, etc.
Application 27.3 Logistic Installment Process (Motorcycle, Netbook, and others)
27.4 Field Force TA/DA and Expense
27.4.1 Input Option Field Force Wise Expense Entry
27.4.1.1 TA, DA, Mobile Phone Bill, Modem Bill, Motorcycle Allowance, OSO Bill entry
27.4.1.2 OSO Bill
27.5 Damage Goods Price Calculation and Setup
27.6 Field Forces Final Settlement
27.7 Field Forces Medical Bill Adjustment
27.8 Distributors Incentive, inaccessible, Re-carrying, and commission Calculation.
27.8.1 Distributors Incentive Prepare as per Policy, Input option for previous incentive adjustment and Special Consideration Adjustment.
27.8.1 Distributor Inaccessible Prepare as per Policy, Input option for previous inaccessible adjustment and Special Consideration Adjustment.
27.8.2 Carrying & Re-Carrying Prepare as per Policy and Input option for Previous Carrying & Re-Carrying adjustment.
27.8.3 Depot Commission calculate as per Depot Commission Rate
27.8.4VAT, TT, and DD bill & Truck Fare Adjustment input in Distributor Head and Input Option for Previous data adjustment.
27.9 Field Force Incentive and Slab Calculation
27.9.1 Field Force Incentive Monthly, Quarterly, yearly Value, Growth, and Product wise statement prepared as per Policy and the Previous Month's adjustment and
Special Consideration Adjustment.
27.9.2 Slab Setup Product wise i.e. Drive Product & Focus Product and Number of Achievement Calculation
27.9.3 Man of the Month Prepare for Regional wise SO, Zone Wise ASE & Group Wise RM, Zone for SM, WFP Calculation
27.10 Necessary reports
27.10.1 Gross Salary Summary Statement
27.10.2 Region-wise Bank and Non-Bank Salary Statement Summary and Details
27.10.3 Region Bank and Non-Bank Eid Bonus Statement Summary and Details
27.10.4 Field Force Joining Report
27.10.5 Field Force Resign Report
27.10.6 Attendance Report
27.10.7 Increment Report
27.10.8 Field Force List Report as per Market Hierarchy, and Distributor wise
27.10.9 Logistic Report
27.10.10 Field Force TA/DA Report
27.10.11 Orientation SO Bill Report
27.10.12 Field Force All type of Incentive Report (Monthly, Slab)
27.10.13 Field Force Man of the Month Report
27.10.14 Distributor Inaccessible Report
27.10.15 Distributor Incentive Report
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27.10.16 Distributor Carrying and Re-carrying Bill Report

27.10.17 Depot Commission Report
27.10.18 Distributor VAT Paid Report
27.10.19 Distributor Inaccessible, Incentive, Carry/Re-Carrying, VAT Summary Report
27.10.20 Power product Report for per SO
27.10.21 Other Management Reports (as per format)
27.10.22 Raw data download Option from any Table.
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28. All the Summary data send to SAP
29. Sales Order send to SAP
30. SAP Pending send to SAF Software
31. Distributor Ledger send to SAF
Integration
32. Trade Offer from SAP to SAF
33. Master information Product, Price, etc. from SAP to SAF
34. Delivery information sent from SAP to SAF
35. Integration with SAP and HRM