Web User Manual For. Wholesaler. Version 5.2

Transcription

1 Web User Manual For Wholesaler Version th March 2014

2 Table of Contents Table of Contents...2 Table of Figures...4 Application Interface & Navigation...7 List of Abbreviations...9 Introduction about this guide...10 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 Wholesaler Role Registration View / Edit Sale Acknowledge Company Receipts Acknowledge Wholesaler Receipts Page 2

3 Upload Sales Transaction Enter Sales Transaction View Wholesaler Sale Transaction View Company Sale Receipts Stock Upload Stock Data Enter Stock Data View Stock Data Enter Stock Transfer Data View Stock Transfer Data References 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...64 Page 3

4 Table of Figures Figure 1 :- Run Window - I...11 Figure 2 :- Run Window - II...11 Figure 3 :- Selecting Internet Explorer from the Program...12 Figure 4 :- Selecting Internet Explorer from Desktop...12 Figure 5 :- Internet Explorer Window...13 Figure 6 :- mfms Homepage...13 Figure 7 :- mfms Login Screen...14 Figure 8 :- Enter username...14 Figure 9 :- Enter password...14 Figure 10 :- Session expiry alert...14 Figure 11 :- Wholesaler Privilege based Menu...16 Figure 12 :- Wholesaler Registration View/Edit...17 Figure 13 :- Wholesaler Search Option Page...17 Figure 14 :- Wholesaler Dashboard...18 Figure 15 :- View Profile info of Wholesaler...19 Figure 16 :- View Wholesaler License...21 Figure 17 :- View Wholesaler Banking & Additional Info...22 Figure 18 :- Wholesaler Sales Details Options...23 Figure 19 :- Acknowledge Company Receipts...24 Figure 20 :- Wholesaler Acknowledgment Receipts Search Page...24 Figure 21 :- Wholesaler Acknowledgment Receipts Search Result Page...25 Figure 22 :- Transaction Acknowledgement Company Receipt...26 Figure 23 :- Transaction Partial Acknowledge Screen...27 Figure 24 :- Acknowledge Wholesaler Receipts...28 Figure 25 :- Acknowledge Wholesaler Sale Receipt Search...28 Figure 26 :- Acknowledge Wholesaler Sale Receipt Search Result...29 Figure 27 :- Acknowledge Wholesaler Sale Transaction...29 Figure 28 :- Partial Acknowledge Wholesaler Sale Transaction...30 Figure 29 :- View Sale Details...31 Figure 30 :- View Non-Ack Sale Transaction...32 Figure 31 :- View Acknowledgement Details...32 Figure 32 :- Upload Sales Transaction...33 Figure 33 :- Browsing the File...33 Figure 34 :- Submitting the File...33 Figure 35 :- Enter Sale Transaction...34 Page 4

5 Figure 36 :- Enter Sale Transaction...34 Figure 37 :- View Stock Option...36 Figure 38 :- View Wholesaler Sale Transaction...37 Figure 39 :- Wholesaler Sale Transaction Search...37 Figure 40 :- Wholesaler Sale Transaction Search Result...37 Figure 41 :- Reverse Wholesale Transaction...38 Figure 42 :- Sales Reverse Screen...38 Figure 43 :- Export To Excel Option...39 Figure 44 :- Export to Excel Option - File...40 Figure 45 :- View Transaction Option...41 Figure 46 :- View Sale Details...41 Figure 47 :- View Company Sale Receipts...42 Figure 48 :- Wholesaler Acknowledgement Receipts Search Screen...42 Figure 49 :- Wholesaler Acknowledgement Receipts Search Result...43 Figure 50 :- View Sale Details Option...44 Figure 51 :- Company Sale Details...44 Figure 52 :- View Acknowledgement Receipt...45 Figure 53 :- View acknowledgement receipt details...45 Figure 54 :- Export To Excel Option...46 Figure 55 :- Export to Excel Option - File...47 Figure 56 :- View Non-Ack Sale transaction...48 Figure 57 : - Wholesale Stock Details Options...49 Figure 58 :- Upload Stock Data Option...49 Figure 59 :- File Upload...50 Figure 60 :- File Submission...50 Figure 61 :- Enter Stock Data Option...50 Figure 62 :- Enter Stock Details...51 Figure 63 :- View Wholesaler Stock Data...52 Figure 64 :- View Wholesaler Stock Data Search...52 Figure 65 :- View Wholesaler Stock Data Search Result...53 Figure 66 :- View Wholesaler Stock Details...53 Figure 67 :- Enter Stock Transfer Data...54 Figure 68 :- Wholesaler Stock Transfer View Stock...55 Figure 69 :- Enter Stock Transfer Details...55 Figure 70 :- View Wholesaler Stock Transfer...57 Figure 71 :- Wholesaler Stock Transfer Search...57 Figure 72 :- Wholesaler Stock Transfer Search Result...57 Figure 73 :- Reverse Wholesale Stock Transfer...58 Page 5

6 Figure 74 :- Sales Reverse Screen...58 Figure 75 :- View Wholesaler Stock Transfer Data...59 Figure 76 :- View Wholesaler Stock Transfer Detail...59 Figure 77 :- View Ack Details...60 Figure 78 :- View Wholesaler Stock Transfer Receipt Details...60 Figure 79 :- Export To Excel Option...61 Figure 80 :- Export to Excel Option - File...61 Figure 81 :- Enabling Pop-Ups in IE Step I...63 Figure 82 :- Enabling Pop-Ups in IE Step II...63 Figure 83 :- Enabling Pop-Ups in Mozilla Firefox Step I...64 Figure 84 :- Enabling Pop-Ups in Mozilla Firefox Step II...64 Page 6

7 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 7

8 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 8

9 List of Abbreviations mfms Mobile Based Fertilizer Monitoring System Page 9

10 Introduction about this guide User Manual mfms Purpose of this document: The purpose of this document is to describe the Wholesaler 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 Wholesaler functionality. The document guides by providing a clear idea about the Privileges / Functionalities have to be done in the application by Wholesaler. Each and every step is clearly mentioned. What the manual contains: This document is designed for Wholesaler 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 Wholesaler 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 Wholesaler. Page 10

11 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 11

12 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 12

13 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 13

14 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 14

15 Wholesaler Page 15

16 2 Wholesaler 2.1 Role There is only one role defined for Wholesaler and has different privileges assigned to it, depending upon which different activities can be performed by the user. Registration Wholesaler View/Edit Sales Wholesaler Acknowledge Company Receipts Acknowledge Wholesaler Receipts Upload Sales Transaction Enter Sale Transaction View Wholesaler Sale Transaction View Company Sale Receipts Stock Wholesaler Stock Details Upload Stock Data Enter Stock Data View Wholesaler Stock Data Enter Stock Transfer Data View Wholesaler Stock Transfer Figure 11 :- Wholesaler Privilege based Menu Page 16

17 2.1.1 Registration View / Edit This section of the application permits to view and edit their details if required. Figure 12 :- Wholesaler Registration View/Edit For the purpose of simplicity, filtering facility is provided where the wholesaler can be searched if either/combination of Filters like Agency Name, PAN, state, district, Mobile No or Dealer Id is entered. By Selecting/entering any of these entries and then clicking Go, the list of wholesaler as per the filtering condition would appear. This helps in easy search. Figure 13 :- Wholesaler Search Option Page!! Action Click on Go (if required) otherwise would result in only one record, based upon the login credentials above page is displayed. Page 17

18 !! Action Click on Agency Name to populate the Wholesaler Dashboard Wholesaler Dashboard Figure 14 :- Wholesaler Dashboard Wholesaler Dashboard is further divided into three sub-sections View/Edit Wholesaler Profile Info, View /Edit Wholesaler License and View/Edit Wholesaler Banking Info. Page 18

19 View/Edit Profile Info Figure 15 :- View Profile info of Wholesaler Agency Name It is the name by which the dealer has been 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. Page 19

20 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. 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.!! Action Click on Cancel button to return to the homepage of Wholesaler Dashboard page. Page 20

21 View /Edit Wholesaler License Figure 16 :- View Wholesaler License The appearing screen is the data view screen for license information. The license info of the company key words 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.!! Action Click on Cancel button to return to the homepage of Wholesaler Dashboard page. Page 21

22 View/Edit Wholesaler Banking Info Figure 17 :- View Wholesaler Banking & Additional Info The appearing screen is the view screen for Banking Info. The page displays the banking info of the wholesaler whose key words 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. Is bio-fertilizer supplier Use radio button to select whether bio-fertilizer supplier or not. Page 22

23 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.!! Action Click on Cancel button to return to the homepage of Wholesaler Dashboard page Sale To enter this section, traverse through Menu > Sale > Wholesaler. The following six options are displayed for wholesaler (also shown in figure): Acknowledge Company Receipts Acknowledge Wholesaler Receipts Upload Sales Transaction Enter Sale Transaction View Wholesaler Sale Transaction View Company Sale Receipts Figure 18 :- Wholesaler Sales Details Options Acknowledge Company Receipts The wholesaler can view Acknowledge receipt data of company/companies of whose it is a wholesaler. Page 23

24 Figure 19 :- Acknowledge Company Receipts For the purpose of simplicity, filtering facility is provided where the wholesaler acknowledgement receipts can be searched if either/combination of Filters like Date From, Date To, Company and Status (New, P ACK, ACK), is selected. By Selecting any of these entries and then clicking Go, the list of wholesaler acknowledgement receipts records as per the filtering condition would appear. This helps in easy search. The search result would display the transaction ID, company name, company ID, invoice date, invoice number and status. The status states acknowledge details whether the sale has been acknowledged by the receiver or not. Status: New Sales transaction which has not been acknowledged ACK - Sales transaction which has been acknowledged Partial - Sales transaction which has partially been acknowledged i.e the total quantity dispatched has not been acknowledged Figure 20 :- Wholesaler Acknowledgment Receipts Search Page Page 24

25 Figure 21 :- Wholesaler Acknowledgment Receipts Search Result Page On Click of Cancel button, Wholesaler Sales Details Options screen would be displayed Acknowledge For all those sale transaction with status NEW, if it has to be acknowledged when the whole quantity has been received. Select a Transaction, by clicking on Check button under ACK column. Also select the receipt date using calendar. Repeat the above mentioned steps for all the transactions displayed on the screen which are to be acknowledged. Then click ACK/Pack Button to submit. Page 25

26 Figure 22 :- Transaction Acknowledgement Company Receipt On Click of Ack/Pack Button, Wholesaler Acknowledgment Receipts Search Result Page is displayed and Transaction status changes from New to ACK Partial Acknowledge For all those sale transaction with status NEW/PACK, if it has to be partially acknowledged when the sale quantity is not equal to the received quantity. Select a Transaction, by clicking on Check button under PACK column and on the screen Received Quantity (Rcvd Qty) text box appears to enter the Received Quantity. Also select the receipt date using calendar. Repeat the above mentioned steps for all the transactions displayed on the screen which are to be partially acknowledged. Then click ACK/Pack Button to submit. Page 26

27 Figure 23 :- Transaction Partial Acknowledge Screen Operation of Acknowledgement / Partial Acknowledgement can performed on all the transactions displayed on the page. After acknowledgement, the seller gets a message from mfms server with the message structure shown below: Message Structure: A receipt of sale has been acknowledged by <Wholesaler s ID 6 digits> on <dd-mm-yyyy> <hrmin-sec> is successfully. Transaction ID is <16 digits> Example: A receipt of sale has been acknowledged by < > on < > < > is successfully. Transaction ID is < > Acknowledge Wholesaler Receipts This section involves receipt of sale from one wholesaler to another wholesaler. Page 27

28 Figure 24 :- Acknowledge Wholesaler Receipts For the purpose of simplicity, filtering facility is provided where any receipt details can be searched by entering wholesaler Id and/or date (Date From and Date To). When Go is clicked, the number of results after filtering would appear. This helps in easy search. The search result would display the transaction ID, wholesaler name, wholesaler ID, invoice date, invoice number and status. The status states acknowledge details whether the sale has been acknowledged by the receiver or not. Status: New Sales transaction which has not been acknowledged ACK - Sales transaction which has been acknowledged Partial - Sales transaction which has partially been acknowledged i.e the total quantity dispatched has not been acknowledged Figure 25 :- Acknowledge Wholesaler Sale Receipt Search Page 28

29 Figure 26 :- Acknowledge Wholesaler Sale Receipt Search Result Acknowledge For all those sale transaction with status NEW, if it has to be acknowledged when the whole quantity has been received, select the transaction Id and then click on Acknowledge. Figure 27 :- Acknowledge Wholesaler Sale Transaction!! Action After selecting the transaction Id, click on Acknowledge button to acknowledge the sale transaction. The seller (wholesaler) gets a SMS with the structure: Message Structure: A receipt of sale has been acknowledged by Page <Wholesaler s 29 ID 6 digits> on <dd-mm-yyyy> <hrmin-sec> is successfully. Transaction ID is <16 digits>

30 Partial Acknowledge For all those sale transaction with status NEW, if it has to be acknowledged when the whole quantity has not been received, select the transaction Id and then enter the received quantity. Figure 28 :- Partial Acknowledge Wholesaler Sale Transaction!! Action After selecting the transaction Id, click on Submit button to acknowledge the sale partially. The seller (wholesaler) gets a SMS with the structure: Message Structure: A receipt of sale has been acknowledged by <Wholesaler s ID 6 digits> on <dd-mm-yyyy> <hr-minsec> is successfully. Transaction ID is <16 digits> Example: A receipt of sale has been acknowledged by < > on < > < > is successfully. Transaction ID is < > Page 30

31 View Sale Details To view the sale details, select the transaction Id and then click on view sale details to view the details. Figure 29 :- View Sale Details Non Acknowledged Sale Transaction If the status of the acknowledgement detail is NEW, it states that the sale has been made by one wholesaler but the other wholesaler has not acknowledged sales receipt. If still, the View Ack Details button is clicked, the message as displayed in the following figure would come stating, this record is not acknowledged yet. Page 31

32 Figure 30 :- View Non-Ack Sale Transaction!! Action Click on View Ack Details button to view the acknowledgement details. Important For all those sale transaction with status NEW, if it has to be acknowledged, view sale details first and depending on the quantity received, click on Acknowledge and Partial Acknowledge which are explained below View Ack Detail For all those sale transaction with status ACK, clicking on View Ack Details, the screen shown below would appear which would display acknowledgement details. Figure 31 :- View Acknowledgement Details Page 32

33 Upload Sales Transaction Figure 32 :- Upload Sales Transaction Through this section, the wholesaler can directly upload the required file which is an XML file (.xml file) by clicking on the browse option and then upload option. Figure 33 :- Browsing the File Select the file and click on submit. Figure 34 :- Submitting the File Page 33

34 Enter Sales Transaction The wholesaler can make sale to a wholesaler and a retailer. Figure 35 :- Enter Sale Transaction Through this module of the application, the wholesaler can enter the sales details made by them to the wholesaler/retailer. Figure 36 :- Enter Sale Transaction Wholesaler ID: It is the 6 digit dealer ID which is the application takes by its own. Wholesaler name: It is the wholesaler name which is the application takes by its own. Page 34

35 Buyer ID: It is the 6 digit dealer ID to whom the sale is made. Invoice Number: It is the Invoice Number of the sale made by the wholesaler. Invoice Date: It is the date of Invoice. Important Entering these details, click on Enter Sales button to make entry of company, product, unit and quantity. Company It is the company and it can be selected from the list of companies using the drop down menu. Product The drop down menu displays a list of products of the selected company and the product which has to be sold needs to be selected. Unit It is the Unit of quantity like 50kg bags, Metric ton etc. Stock Stock is the available quantity of company and product combination in the Unit selected. Sale could be done only if the stock is available for the required quantity with wholesaler for sale. Quantity - It is the quantity sold. Important Click on Add to add the sales information. If more sales entries have to be added, add the entries before finally submitting the sale details. After entering all the sales details, click on Submit button to submit the sales details. Current Stock can be viewed by Click on View Stock Hyperlink displayed at the Top on right hand side. Page 35

36 Figure 37 :- View Stock Option The wholesaler and wholesaler (buyer)/retailer get a message from the mfms in the form of following SMS: Message Structure: Wholesaler s mobile: A Sale Transaction with Invoice Number <10digits> dated <dd-mm-yyyy> by <Wholesaler s ID 6 digits> to <wholesaler/retailer s ID 6 digits> is successful. Transaction ID is <16 digits> Example: A Sale Transaction with Invoice Number < > dated < > by <100000> to <100001> is successful. Transaction ID is < > Wholesalers/Retailer s mobile: A Sale Transaction with Invoice Number <10digits> dated <dd-mm-yyyy> by <Wholesaler s ID 6 digits> to < wholesaler/retailer s ID 6 digits> is successful. Transaction ID is <16 digits> Example: A Sale Transaction with Invoice Number < > dated < > by Page 36

37 View Wholesaler Sale Transaction Through this section, the user can view sale transaction along with the acknowledgement status. Figure 38 :- View Wholesaler Sale Transaction For the purpose of simplicity, filtering facility is provided where any wholesaler s status/details can be searched by entering Buyer Id, Status and/or period (Period From and Period To). Then click Go. Figure 39 :- Wholesaler Sale Transaction Search Figure 40 :- Wholesaler Sale Transaction Search Result Page 37

38 Reverse Wholesale Transaction To view the reverse wholesale transaction, select the transaction Id and then click on Reverse Wholesale Transaction, following screen is displayed. Click on Reverse to reverse the sales transaction. Figure 41 :- Reverse Wholesale Transaction Figure 42 :- Sales Reverse Screen Page 38

39 Click on Cancel to return to Wholesaler Sale Transaction Search Result screen Export to Excel On Click of Export to Excel button, all transactions listed are exported to Excel file, which can be saved on local system. Figure 43 :- Export To Excel Option Page 39

40 Figure 44 :- Export to Excel Option - File View Transactions To view the sales transactions, click on the link attached to the transaction id as displayed in figure below to view the detail. Page 40

41 Figure 45 :- View Transaction Option To know about any sales detail, click on the Transaction Id which has a link and all the details of that transaction id would appear like Company, product, unit and quantity. Figure 46 :- View Sale Details Page 41

42 View Company Sale Receipts Figure 47 :- View Company Sale Receipts For the purpose of simplicity, filtering facility is provided where any company s status/details can be searched by entering period (Date From and Date To), Company, State, District and Status (New, ACK, P ACK), then click Go. Figure 48 :- Wholesaler Acknowledgement Receipts Search Screen Page 42

43 Figure 49 :- Wholesaler Acknowledgement Receipts Search Result View Sale Details To view the Company Sale receipts, select the transaction Id and then click on view sale details to view the details. Page 43

44 Figure 50 :- View Sale Details Option The screen shown below would appear which would display company, invoice number and product details. Figure 51 :- Company Sale Details Page 44

45 View Ack Details For all those sale transaction with status ACK, clicking on view acknowledged details, the screen displays acknowledgement details. Figure 52 :- View Acknowledgement Receipt The screen displays whole details of acknowledgement receipt. Figure 53 :- View acknowledgement receipt details Page 45

46 Export to Excel On Click of Export to Excel button, all transactions listed are exported to Excel file, which can be saved on local system. Figure 54 :- Export To Excel Option Page 46

47 Figure 55 :- Export to Excel Option - File Non Acknowledged Sale Transaction If the status of the acknowledgement detail is NEW, it states that the sale has been made by one wholesaler but the other wholesaler has not acknowledged sales receipt. If still, the View Ack Details button is clicked, the message as displayed in the following figure would come stating, this record is not acknowledged yet. Page 47

48 Figure 56 :- View Non-Ack Sale transaction Important For all those sale transaction with status NEW, only, view sale details can be viewed Stock To enter this section, traverse through Menu then Stock then Wholesaler. The following five options are displayed for wholesaler (also shown in figure): Upload Stock Data Enter Stock Data View Wholesaler Stock Data Enter Stock Transfer Data View Wholesaler Stock Transfer Page 48

49 Figure 57 : - Wholesale Stock Details Options Upload Stock Data Through this section, the wholesaler can directly upload the stock file (.xml file) by clicking on the browse option and then upload option. Figure 58 :- Upload Stock Data Option Page 49

50 Figure 59 :- File Upload Click on browse button to search the file to be uploaded. After file selection, click on submit button to submit the selected file. Figure 60 :- File Submission Enter Stock Data Through this module of the application, the wholesaler can enter their stock details. Figure 61 :- Enter Stock Data Option Wholesaler ID: It is the 6 digit dealer ID which is the application takes by its own. Wholesaler name: It is the wholesaler name which is the application takes by its own. Page 50

51 Stock Date: It is the date when stock is taken. Important Entering these details, click on Enter Stock button to make entry of company, product, unit and quantity. Figure 62 :- Enter Stock Details Company Name It is the company and it can be selected from the list of companies using the drop down menu. Company Name It is the company id and the application takes this value by its own. Product The drop down menu displays a list of products of the selected company and the product which has to be sold needs to be selected. Unit It is the Unit of quantity like 50kg bags, Metric ton etc. Quantity - It is the quantity transferred. Important Click on Add to add the stock information. If more stock entries have to be added, add the entries before finally submitting the details. After entering all the stock details, click on Submit button to submit. The wholesaler gets a message from the mfms in the form of following SMS: Page 51

52 Message Structure: Fertilizer Stock update has been received on <yyyy-mm-dd><hr:min:sec> by <Wholesaler s ID 6 digits> successfully. Transaction Id is <16 digits> Example: Fertilizer Stock update has been received on < ><09:00:00> by < > successfully. Transaction Id is < > View Stock Data The wholesaler can view its stock information through this section. Figure 63 :- View Wholesaler Stock Data For the purpose of simplicity, filtering facility is provided where the user can search stock data if period from and period to, is entered. When Go is clicked, the number of results after filtering would appear. This helps in easy search. Figure 64 :- View Wholesaler Stock Data Search The Transaction ID has a link attached to it clicking on which the details will appear. Page 52

53 Figure 65 :- View Wholesaler Stock Data Search Result Clicking on the Transaction ID, stock details would appear of that particular date as shown below in the figure. Figure 66 :- View Wholesaler Stock Details!! Action After viewing the data, click on Ok button to return to the Wholesale Stock Details Options page Enter Stock Transfer Data The wholesalers can transfer stock to a retailer. Through this module of the application, the wholesaler can enter the stock transfer details made by them to the retailer. Page 53

54 Figure 67 :- Enter Stock Transfer Data Sender dealer ID: It is the 6 digit dealer ID which is the application takes by its own. Sender dealer name: It is the wholesaler name which is the application takes by its own. Receiver dealer ID: It is the 6 digit dealer ID to whom the stock transfer is made. STA Number: Enter the STA number in the box. Stock Date: It is the date of stock transfer. Important Entering these details, click on Enter Stock button to make entry of company, product, unit and quantity. Page 54

55 Figure 68 :- Wholesaler Stock Transfer View Stock Figure 69 :- Enter Stock Transfer Details Company Name It is the company and it can be selected from the list of companies using the drop down menu. Company Name It is the company id and the application takes this value by its own. Page 55

56 Product The drop down menu displays a list of products of the selected company and the product which has to be sold needs to be selected. Unit It is the Unit of quantity like 50kg bags, Metric ton etc. Quantity - It is the quantity transferred. Important Click on Add to add the stock transfer information. If more stock transfer entries have to be added, add the entries before finally submitting the details. After entering all the stock transfer details, click on Submit button to submit. The sender and receiver get a message from the mfms in the form of following SMS: Message Structure: Sender s mobile: A Stock Transaction dated <dd-mm-yyyy> by < sender s ID 6 digits> to < receiver s ID 6 digits> is successful. Transaction ID is <16 digits> Example: A Stock Transaction dated < > by <100000> to <100001> is successful. Transaction ID is < > Receiver s mobile: A Stock Transaction dated <dd-mm-yyyy> by < sender s ID 6 digits> to < receiver s ID 6 digits> is successful. Transaction ID is <16 digits> Example: A Stock Transaction dated < > by <100000> to <100001> is successful. Transaction ID is < > View Stock Transfer Data To view the stock transfer details, select the transaction Id and click on the view sale details. Page 56

57 Figure 70 :- View Wholesaler Stock Transfer Figure 71 :- Wholesaler Stock Transfer Search Figure 72 :- Wholesaler Stock Transfer Search Result Reverse Wholesale Stock Transfer To view the reverse Wholesale Stock Transfer, select the transaction Id and then click on Reverse Wholesale Transaction, following screen is displayed. Page 57

58 Click on Reverse to reverse the sales transaction. Figure 73 :- Reverse Wholesale Stock Transfer Figure 74 :- Sales Reverse Screen Click on Cancel to return to Wholesaler Stock Transfer Search Result screen. Page 58

59 View Sale Details To view the Wholesaler Stock Transfer, select the transaction Id and then click on View Sale Details to view the details. Figure 75 :- View Wholesaler Stock Transfer Data The page displayed would display details of sender, receiver, stock date, company name, product, unit and quantity. Figure 76 :- View Wholesaler Stock Transfer Detail Page 59

60 View Ack Details For all those sale transaction with status ACK, clicking on View Acknowledged Details, the screen displays acknowledgement details. To view the acknowledgement details, select the transaction Id and click on the view Ack details. Figure 77 :- View Ack Details The screen displays whole details of Acknowledgement Receipt. Figure 78 :- View Wholesaler Stock Transfer Receipt Details Export to Excel On Click of Export to Excel button, all transactions listed are exported to Excel file, which can be saved on local system. Page 60

61 Figure 79 :- Export To Excel Option Figure 80 :- Export to Excel Option - File Page 61

62 3 References 1. For web application, refer to Page 62

63 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 81 :- 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 82 :- Enabling Pop-Ups in IE Step II Page 63

64 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 83 :- 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 84 :- Enabling Pop-Ups in Mozilla Firefox Step II 4.4 Updating Browser Internet Explorer: Go to and get the latest Internet Explorer version. Page 64