Company Dealer Registration Officer Approver (CDROA)

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1 Web User Manual For Company Dealer Registration Officer Approver (CDROA) Version th February 2014

2 Table of Contents Table of Contents...2 Table of Figures...4 Application Interface & Navigation...5 List of Abbreviations...7 Introduction about this guide...8 How to use the guide Login to mfms Application Starting Internet Explorer by run command Starting Internet Explorer from the Programs menu Starting Internet Explorer from Desktop short cut Typing the mfms URL Viewing the homepage Login Entering Username Entering Password Session Expiry Company Dealer Registration Officer Approver Previlegs: Registration Wholesaler Registration Approval Retailer Registration Approval References...31 Page 2

3 4 Annexure System Requirements for using mfms Application Enabling Pop-Ups in Your Browser (Internet Explorer) Enabling Pop-Ups in Your Browser (Mozilla Firefox) Updating Browser...33 Page 3

4 Table of Figures Figure 1 :- Run Window - I...9 Figure 2 :- Run Window - II...9 Figure 3 :- Selecting Internet Explorer from the Program...10 Figure 4 :- Selecting Internet Explorer from Desktop...10 Figure 5 :- Internet Explorer Window...11 Figure 6 :- mfms Homepage...11 Figure 7 :- mfms Login Screen...12 Figure 8 :- Enter username...12 Figure 9 :- Enter password...12 Figure 10 :- Session expiry alert...12 Figure 11 :- CDROA Privileges based Menu...14 Figure 12 :- Options in Wholesaler Registration...14 Figure 13 :- Wholesaler Search for Approval...15 Figure 14 :- Wholesaler Search for Approval New Registration...15 Figure 15 :- Wholesaler Search for Approval Modified Profile Info...16 Figure 16 :- Agency Approval/Decline New Registration...16 Figure 17 :- Agency Approval/Decline Modified Profile Info...17 Figure 18 :- To View Agency Details...18 Figure 19 :- Agency Profile Info Screen...20 Figure 20 :- Agency License Info...21 Figure 21 :- Agency Banking & Additional Info...22 Figure 22 :- Options in Retailer Registration...22 Figure 23 :- Retailer Search for Approval...23 Figure 24 :- Retailer Search for Approval New Registration...23 Figure 25 :- Retailer Search for Approval Modified Profile Info...24 Figure 26 :- Agency Approval/Decline New Registration...24 Figure 27 :- Agency Approval/Decline Modified Profile Info...25 Figure 28 :- To View Agency Details...26 Figure 29 :- Agency Profile Info Screen...28 Figure 30 :- Agency License Info...29 Figure 31 :- Agency Banking & Additional Info...30 Figure 32 :- Enabling Pop-Ups in IE Step I...32 Figure 33 :- Enabling Pop-Ups in IE Step II...32 Figure 34 :- Enabling Pop-Ups in Mozilla Firefox Step I...33 Figure 35 :- Enabling Pop-Ups in Mozilla Firefox Step II...33 Page 4

5 Application Interface & Navigation Interface Symbol Description Search Button Text Box Text Area Drop down list Displays search result, if any that matches the specified search criteria. Enables user to enter text or modify the displayed text. Enables user to enter alphanumeric text or modify the displayed text. Enables user to select a single item from a list of items. For example, Radio Buttons Login To make a single choice out of all available options. To enter to system Logout Logout To come out of the system. View To review the record Modify Enables the user to open a record for editing. Cancel To cancel the entered field Go To give command to proceed Page 5

6 Interface Symbol Description Submit To enter the data in the database * Asterick Mark Fields necessary to be filled Date Picker To select the date from the calendar Page 6

7 List of Abbreviations mfms CDROA Mobile Based Fertilizer Monitoring System Company Dealer Registration Officer Approver Page 7

8 Introduction about this guide User Manual mfms Purpose of this document: The purpose of this document is to describe the Company Dealer Registration Officer Approver(CDROA) Previliges/Functionality in the Web Based Application of mfms (Mobile Based Fertilizer Management System). This document serves as a help guide by showing the workflow of the entire CDROA functionality. The document guides by providing a clear idea about the Privileges / Functionalities have to be done in the application by CDROA. Each and every step is clearly mentioned. What the manual contains: This document is designed for CDROA to provide step-by-step guidance using actual screenshots from the application. How to use the guide The document is intended to guide in a step-by-step manner starting from the beginning including accessing the application through internet explorer, making login and entire CDROA Privileges / Functionality. The screenshot guides to complete the task. The table of contents indicates clearly where one can refer these sections for getting the assistance in various functionalities of CDROA. Page 8

1 Starting Internet Explorer by run command Start Internet Explorer from Desktop Shortcut or click Start Run 1.

9 1 Login to mfms Application The user needs to open Internet Explorer and type the URL for opening the mfms website. On the login page, username and password has to be entered. The following sections guide in performing these tasks. 1.1 Starting Internet Explorer by run command Start Internet Explorer from Desktop Shortcut or click Start Run 1. Go to the Start button on the bottom left side of the screen and click on it. 2. Click on the Run option as indicated in Figure Figure 1 :- Run Window - I 3. Type iexplore in the open dialogue box Click Ok. 4 Figure 2 :- Run Window - II Page 9

1.2 Starting Internet Explorer from the Programs menu 1. Click Start Menu. 3 2.

2 1 Figure 3 :- Selecting Internet Explorer from the Program 1.

10 1.2 Starting Internet Explorer from the Programs menu 1. Click Start Menu Click Programs. 3. Select Internet Explorer from the list. 2 1 Figure 3 :- Selecting Internet Explorer from the Program 1.3 Starting Internet Explorer from Desktop short cut Figure 4 :- Selecting Internet Explorer from Desktop Page 10

11 1.4 Typing the mfms URL 1. Type the provided URL in address bar of internet explorer. User Manual mfms 2. Press Enter key. 1.5 Viewing the homepage Figure 5 :- Internet Explorer Window Figure 6 :- mfms Homepage Page 11

12 1.6 Login Login page of the web application Step 1: Enter the Username in the user Id box. Step 2: Enter the Password in the password box. Step 3: Click Login button to login to enter data entry screens of mfms website. User Manual mfms Figure 7 :- mfms Login Screen Entering Username The application features login for multiple users. Each user has a specific login name and a unique password assigned to that. Figure 8 :- Enter username Entering Password Password should be entered in the text box for password. Figure 9 :- Enter password!! Action After entering the Username and Password, click the Login button to go to the next page. When the Login button is clicked, it automatically links to the next section for data entry depending upon its privileges. System automatically detects the privileges assigned to a user depending upon the username and hence renders the Main Menu accordingly Session Expiry The web application is developed in such a manner that if the user remains idle for quite some time, the session automatically expires and the user needs to re-login. The alert displayed after session expiry is of the format as shown below. Figure 10 :- Session expiry alert Page 12

13 Company Dealer Registration Officer Approver (CDROA) Page 13

2 Company Dealer Registration Officer Approver Previlegs: CDROA is a representative nominated by Company and has following privileges: Registration Wholesaler

When a new wholesaler is registered or already registered wholesaler changes any information, it is approved by CDROA.

14 2 Company Dealer Registration Officer Approver Previlegs: CDROA is a representative nominated by Company and has following privileges: Registration Wholesaler Approval Retailer Approval Figure 11 :- CDROA Privileges based Menu 2.1 Registration Wholesaler Registration In this section, wholesaler registration is discussed which has only one section - Approval. When a new wholesaler is registered or already registered wholesaler changes any information, it is approved by CDROA. Figure 12 :- Options in Wholesaler Registration Approval The CDROA has right to confirm/decline the registration request of the retailer. Page 14

Selecting the entity/entities and clicking Go, all the list of wholesaler as per the filtering condition waiting for

15 For the purpose of simplicity, filtering facility is provided where the retailer can be searched if either/combination of Date From and Date To, State or District and Modified Info is selected. Selecting the entity/entities and clicking Go, all the list of wholesaler as per the filtering condition waiting for approval would appear. This helps in easy search. Figure 13 :- Wholesaler Search for Approval Figure 14 :- Wholesaler Search for Approval New Registration Page 15

16 Figure 15 :- Wholesaler Search for Approval Modified Profile Info Select the Check Box in front of the record(s) and click on either of Approve or Decline whichever is required. Figure 16 :- Agency Approval/Decline New Registration Page 16

17 !! Action Click on Approve button to approve the agency name or click on Decline button to decline the Agency New Registration request. On successful approval, the retailer gets a SMS with the structure: Message structure: Thank you <Name>for registering to mfms System. Your dealer ID is <6 digits>. From now you will be referred by this ID for any mfms transaction. Example: Thank you <Xyz>for registering to mfms System. Your dealer ID is <100001>. From now you will be referred by this ID for any mfms transaction. Figure 17 :- Agency Approval/Decline Modified Profile Info!! Action Click on Approve button to approve the agency name or click on Decline button to decline the Modified Profile Info request. CDROA can view Agency details if required before Approving or declining the request. Page 17

18 Figure 18 :- To View Agency Details!! Action Click on the link attached to the Agency Name to lead on Agency Profile Info Page Profile Information The Agency profile information filled during registration is displayed. The keywords are explained below. Agency Name It is the name by which the dealer has to be registered. Dealership Type It is the type of dealership which the agency has like private wholesaler, private retailer, manufacturer outlet, PACS etc. Choose the one which is applicable to the Agency regarding the dealership nature from the drop down menu. License Number - It is the license number of the agency which the application takes by its own from the previous page. License Issue date - It is the date of Issue of license. The date can be selected with the help of calendar which would appear after clicking on the date picker. Make sure that any future date is not entered as it would not accept it. License Valid Up to It is the date up to which the license is valid. The date can be selected with the help of calendar which would appear after clicking on the date picker. Be careful that License Valid Up to should not come be before License Issue Date. PAN The application takes the value of PAN number entered on the previous page by its own. TIN Tax Identification Number (TIN) is a nine-digit number used for tax purposes. Page 18

19 Storage Capacity Value of storage capacity which can be selected from the drop down menu. Location Address1 1 st address line of the dealer for registration. Location Address 2 2 nd address line of the dealer for registration. State The state where the dealer is registered and the application takes this value from the previous page. District - Accepts the district where the dealer is registered and the application takes this value from the previous page. Sub District - Accepts the sub-district of the dealer. Village - Accepts the village of the dealer. Mobile Number It is the mobile number of the dealer and the application takes this value from the previous page. Alternate Mobile Number Enter the alternate mobile number of the dealer. Pin Code It is the pin code of the city of dealer. UID It is the unique identification number. Profile information Person Name - Accepts the name of the contact person. Designation - Takes the designation of the contact person. Telephone No - It s the telephone no of the contact person. - Accepts the id of the contact person. Fax - Accepts fax no. of the contact person. Page 19

20 Figure 19 :- Agency Profile Info Screen!! Action - Click on Next button to view License Info. Click on Cancel button, the homepage for Wholesaler Registration would appear License Info The appearing screen is the screen to view license information filled during registration. The keywords on the license info page are explained below. Company Id- It is the 6 digit company Id which gets entered taking the value from the application. Form O Number It is the form O number. Form O issue date It is the date of issuance of form O. The date can be picked from the calendar by clicking on the date picker. Form O Valid Up to It is the date till when the form O is valid. The date can be picked from the calendar by clicking on the date picker. Page 20

Figure 20 :- Agency License Info!! Action Click on the Next button to view Banking and Additional Info. Click on the Cancel button, the homepage for Wholesaler Registration would appear.

21 Figure 20 :- Agency License Info!! Action Click on the Next button to view Banking and Additional Info. Click on the Cancel button, the homepage for Wholesaler Registration would appear. To go to the previous page, click on the Previous button Banking Info The appearing screen is the screen to view Banking and Additional Info filled during Registration. The keywords on the Banking and Additional Info page are explained below. Bank - Accepts the bank s name from the drop down menu. Branch - Selects the branch name from the drop down menu. Bank account number It s the bank account number of the wholesaler. MICR Code - MICR stands for Magnetic Ink Character Recognition. It's a 9 digit code. It constitutes a code to represent city, band and branch (3 digits each). This nine digit code is unique for any bank-branch combination. IFSC Code - IFSC Code is Indian Financial System Code, which is an eleven character code assigned by RBI to identify every bank branches uniquely, that are participating in NEFT system in India. The code is of 11 characters. The first part is the first 4 alphabet characters representing the Bank. Next character is 0(zero). The branch code is the last six characters. Is Core banking - Shows whether the core banking facility is available or not? Additional information Is seed supplier- Use radio button to select whether seed supplier or not. Is pesticide supplier Radio button to selects whether pesticide supplier or not. Page 21

Is bio-fertilizer supplier Use radio button to select whether bio-fertilizer supplier or not. Is urban Radio button to selects whether urban or village.

! Action Click on Finish button would lead to Wholesaler Search for Approval page. Click on the Cancel button, the homepage for Wholesaler Registration would appear.

22 Is bio-fertilizer supplier Use radio button to select whether bio-fertilizer supplier or not. Is urban Radio button to selects whether urban or village. Block Selects the block from the drop down menu. Panchayat - Selects the Panchayat from the drop down menu. Figure 21 :- Agency Banking & Additional Info!! Action Click on Finish button would lead to Wholesaler Search for Approval page. Click on the Cancel button, the homepage for Wholesaler Registration would appear. To go to the previous page, click on Previous button Retailer Registration In this section, Registration is discussed which has only one section - Approval. When a new retailer is registered or already registered retailer changes any information, it is approved by CDROA. Figure 22 :- Options in Retailer Registration Page 22

23 Approval The CDROA has right to confirm/decline the registration request of the retailer. For the purpose of simplicity, filtering facility is provided where the retailer can be searched if either/combination of Date From and Date To, State or District and Modified Info is selected. Selecting the entity/entities and clicking Go, all the list of wholesaler as per the filtering condition waiting for approval would appear. This helps in easy search. Figure 23 :- Retailer Search for Approval Figure 24 :- Retailer Search for Approval New Registration Page 23

24 Figure 25 :- Retailer Search for Approval Modified Profile Info Select the Check Box in front of the record(s) and click on either of Approve or Decline whichever is required. Figure 26 :- Agency Approval/Decline New Registration!! Action Click on Approve button to approve the agency name or click on Decline button to decline the Agency New Registration request. Page 24

On successful approval, the retailer gets a SMS with the structure: Message structure: Thank you <Name>for registering to mfms System. Your dealer ID is <6 digits>.

25 On successful approval, the retailer gets a SMS with the structure: Message structure: Thank you <Name>for registering to mfms System. Your dealer ID is <6 digits>. From now you will be referred by this ID for any mfms transaction. Example: Thank you <Xyz>for registering to mfms System. Your dealer ID is <100001>. From now you will be referred by this ID for any mfms transaction. Figure 27 :- Agency Approval/Decline Modified Profile Info!! Action Click on Approve button to approve the agency name or click on Decline button to decline the Modified Profile Info request. CDROA can view Agency details if required before Approving or declining the request. Page 25

26 Figure 28 :- To View Agency Details!! Action Click on the link attached to the Agency Name to lead on Agency Profile Info Page Profile Information The Agency profile information filled during registration is displayed. The keywords are explained below. Agency Name It is the name by which the dealer has to be registered. Dealership Type It is the type of dealership which the agency has like private wholesaler, private retailer, manufacturer outlet, PACS etc. Choose the one which is applicable to the Agency regarding the dealership nature from the drop down menu. License Number - It is the license number of the agency which the application takes by its own from the previous page. License Issue date - It is the date of Issue of license. The date can be selected with the help of calendar which would appear after clicking on the date picker. Make sure that any future date is not entered as it would not accept it. License Valid Up to It is the date up to which the license is valid. The date can be selected with the help of calendar which would appear after clicking on the date picker. Be careful that License Valid Up to should not come be before License Issue Date. PAN The application takes the value of PAN number entered on the previous page by its own. TIN Tax Identification Number (TIN) is a nine-digit number used for tax purposes. Storage Capacity Value of storage capacity which can be selected from the drop down menu. Page 26

27 Location Address1 1 st address line of the dealer for registration. Location Address 2 2 nd address line of the dealer for registration. State The state where the dealer is registered and the application takes this value from the previous page. District - Accepts the district where the dealer is registered and the application takes this value from the previous page. Sub District - Accepts the sub-district of the dealer. Village - Accepts the village of the dealer. Mobile Number It is the mobile number of the dealer and the application takes this value from the previous page. Alternate Mobile Number Enter the alternate mobile number of the dealer. Pin Code It is the pin code of the city of dealer. UID It is the unique identification number. Profile information Person Name - Accepts the name of the contact person. Designation - Takes the designation of the contact person. Telephone No - It s the telephone no of the contact person. - Accepts the id of the contact person. Fax - Accepts fax no. of the contact person. Page 27

28 Figure 29 :- Agency Profile Info Screen!! Action - Click on Next button to view License Info. Click on Cancel button, the homepage for Wholesaler Registration would appear License Info The appearing screen is the screen to view license information filled during registration. The keywords on the license info page are explained below. Company Id- It is the 6 digit company Id which gets entered taking the value from the application. Form O Number It is the form O number. Form O issue date It is the date of issuance of form O. The date can be picked from the calendar by clicking on the date picker. Form O Valid Up to It is the date till when the form O is valid. The date can be picked from the calendar by clicking on the date picker. Page 28

Figure 30 :- Agency License Info!! Action Click on Next button to view Banking and Additional Info. Click on Cancel button, the homepage for Wholesaler Registration would appear.

29 Figure 30 :- Agency License Info!! Action Click on Next button to view Banking and Additional Info. Click on Cancel button, the homepage for Wholesaler Registration would appear. To go to the previous page, click on Previous button Banking Info The appearing screen is the screen to view Banking and Additional Info filled during Registration. The keywords on the Banking and Additional Info page are explained below. Bank - Accepts the bank s name from the drop down menu. Branch - Selects the branch name from the drop down menu. Bank account number It s the bank account number of the wholesaler. MICR Code - MICR stands for Magnetic Ink Character Recognition. It's a 9 digit code. It constitutes a code to represent city, band and branch (3 digits each). This nine digit code is unique for any bank-branch combination. IFSC Code - IFSC Code is Indian Financial System Code, which is an eleven character code assigned by RBI to identify every bank branches uniquely, that are participating in NEFT system in India. The code is of 11 characters. The first part is the first 4 alphabet characters representing the Bank. Next character is 0(zero). The branch code is the last six characters. Is Core banking - Shows whether the core banking facility is available or not? Additional information Is seed supplier- Use radio button to select whether seed supplier or not. Is pesticide supplier Radio button to selects whether pesticide supplier or not. Page 29

30 Is bio-fertilizer supplier Use radio button to select whether bio-fertilizer supplier or not. Is urban Radio button to selects whether urban or village. Block Selects the block from the drop down menu. Panchayat - Selects the Panchayat from the drop down menu. Figure 31 :- Agency Banking & Additional Info!! Action Click on Finish button would lead to Wholesaler Search for Approval page. Click on Cancel button, the homepage for Wholesaler Registration would appear. To go to the previous page, click on Previous button. Page 30

31 3 References 1. For web application, refer to Page 31

4 Annexure 4.1 System Requirements for using mfms Application 1. Internet Connection: Minimum 512Kbps 2. Supported Browsers: Internet Explorer 6.0 and Above, Mozilla Firefox 3.0 3.

Open Internet Explorer. 2. On the Tools Menu, point to pop-up blocker, and then click pop-up blocker settings. Figure 32 :- Enabling Pop-Ups in IE Step I Allowing Pop-ups.

32 4 Annexure 4.1 System Requirements for using mfms Application 1. Internet Connection: Minimum 512Kbps 2. Supported Browsers: Internet Explorer 6.0 and Above, Mozilla Firefox MS-Office: 2003 or higher. 4. Resolution: 1024*746 (Minimum), 1440*900 (Best) 4.2 Enabling Pop-Ups in Your Browser (Internet Explorer) To access the Pop-up Blocker settings: 1. Open Internet Explorer. 2. On the Tools Menu, point to pop-up blocker, and then click pop-up blocker settings. Figure 32 :- Enabling Pop-Ups in IE Step I Allowing Pop-ups. If you want to see pop-up windows from a specific website: 1. Type the address (or URL) of the site in the Address of Web site to allow box. 2. Click Add button to add the site in the allowed list. Figure 33 :- Enabling Pop-Ups in IE Step II Page 32

4.3 Enabling Pop-Ups in Your Browser (Mozilla Firefox) To access the Pop-up Blocker settings: 1. At the top of the Firefox window on the menu bar, click on the Tools Options.

Figure 34 :- Enabling Pop-Ups in Mozilla Firefox Step I Allowing Pop-ups. 1. Exceptions: This is a list of sites that you want to allow to display pop-ups. 2.

33 4.3 Enabling Pop-Ups in Your Browser (Mozilla Firefox) To access the Pop-up Blocker settings: 1. At the top of the Firefox window on the menu bar, click on the Tools Options. Select content from the Options window. 2. In the content panel, block popup windows, unselect this option preference to disable the pop-up blocker altogether. Figure 34 :- Enabling Pop-Ups in Mozilla Firefox Step I Allowing Pop-ups. 1. Exceptions: This is a list of sites that you want to allow to display pop-ups. 2. Add the name of website for which you want to allow pop-ups in the Address of the website text box. Figure 35 :- Enabling Pop-Ups in Mozilla Firefox Step II 4.4 Updating Browser Internet Explorer: Go to and get the latest Internet Explorer version. Page 33

Web User Manual For. Wholesaler. Version 5.2

Web User Manual For. Wholesaler. Version 5.2 Web User Manual For Wholesaler Version 5.2 26 th March 2014 Table of Contents Table of Contents...2 Table of Figures...4 Application Interface & Navigation...7 List of Abbreviations...9 Introduction about