This presentation contains the EDCS Portal related functionalities which a dealer can avail The dealer has 3 login ids with specific authorizations

Transcription

1 DEALER TRAINING KIT

2 This presentation contains the EDCS Portal related functionalities which a dealer can avail The dealer has 3 login ids with specific authorizations to sales, service and spares To view a specific report the user needs to login with that particular id which has authorization to the functionality The login ids are in below format: Sales V Code starting with 1V + SALES (Upper Case) Service S Code starting with 1S + SERVICE (Upper case) Spares - S Code starting with 1S + SPARES (Upper case) The data shown in reports are testing data and should not be referred for actual operations

3 Vehicle Reports Vehicle PO Status Vehicle INS Status Lead and Enquiry status SERVICE Chassis Master Assign PDI Dealer Warranty FPDA Reports Warranty Claim Coupon Claim

4 SPARES Reports Spares Purchase Receipt Issue Data Monthwise Order Status Order wise % Execution Order wise shortage Inventory Inventory Variance Spares Inventory Spares Sale Customer Group wise Sale Party Wise Sale Partywise Order Vs Supply Partywise Partwise Sale Partwise Partywise Order Received Vs Supply Linewise partywise execution Part Line wise Sale Partywise OAwise Linewise Execution

5 Login with Sales ID and Go to Transactions Vehicles Reports xyz motors Select Vehicle PO status and click on Preview button

6 xyz motors Data Filter section Report tool bar which contains navigation, zoom, search, export, refresh and print buttons Click on the numbers to view the details xyz motors xyz motors

7 DA number wise details are displayed xyz motors

8 Select Vehicle INS status and click on Preview button Welcome xyz motors

9 xyz motors Click on the numbers to view the details xyz motors xyz motors

10 Detailed Invoice Vs INS report is displayed xyz motors

11 Select Lead Status and click on Preview button Welcome xyz motors

12 xyz motors Click on the numbers to view the details xyz motors xyz motors

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14 xyz motors Click on the numbers to view the details xyz motors xyz motors

15 Login with service ID and Go to DCS Masters Common Chassis Welcome xyz motors Search the chassis and click here to view the details

16 Expand this section to view general details Expand this section to view SAP STN and INS receive details Expand this section to view Warranty/ SA details Coupon details are available here

17 Expand this section to view Aggregate details Service history is available here Expand this section to view Tyre details Below section is used to view parts issued in Float to customer Expand this section to view customer details Installation details are available here

18 Go to Transactions Service Assign PDI Dealer In case of direct customer, the vehicle can be inward into local EDCS of dealer through this screen xyz motors Click New and search the chassis number, enter the dealer S code starting with 1S. Then click on save and confirm

19 The chassis will be available for inward in local EDCS of dealer(as shown in image) after data transfer. The path to inward chassis for PDI is Purchase Invoice Purchase Vehicle ETB Receipts For Direct Customer Hence forth the chassis will be available for PDI

20 Go to Transactions Warranty FPDA Fill the details and click The following screen opens. on Select Warranty Click on New button to create new FPDA Claims FPDA no and FPDA date are auto populated Fill the fields like FPDA date, Transporter, No of boxes, LR No, LR date etc. Click here to create new FPDA

21 Enter Credit Date From and Credit Date To to filter the warranty claims by clicking on Select Warranty Claims. By default period will be 1 st of existing month to current date. Select the warranty claims from the following pop-up. 1.The warranty claims will be filtered depending on the Credit Date From and Credit Date To 2.Only the credited claims will be shown in the pop-up 3.Please note that Deselected claims, once the FPDA is confirmed will NOT be available for selection in next FPDA.

22 Failed dispatchable parts in selected Wty claims 1Enter the quantity 2Enter box number The parts (dispatchable and non-dispatchable) in selected warranty claims will populate in the FPDA screen as shown below Rejection remark is mandatory for unselected parts

23 The dispatchable parts can be selected which are to be sent to VECV. Enter the quantity and box number of the selected parts. Deselected Parts from the FPDA also will NOT be available for selection in next FPDA Rejection remark is mandatory for unselected parts as they cannot be included in next FPDA claim Save, Confirm and Print the FPDA Save, Confirm and Print FPDA

24 Scrap Register The non-dispatchable in the selected warranty claims will be populated in Scrap Part list Click on the Print Scrap Register to print the scrap report Note: Once FPDA claims are created for certain duration; no further Back dated claims will be allowed by the system For example: If the dealer creates the FPDA for the credit date range 1 st Feb 13 to 28 th Feb 13. Then he will not be able to create the FPDA for parts in wty claim credited in Jan 13. Hence it is mandatory for the dealer to create the FPDA for the prior dates and then the later dates.

25 Go to Transactions Warranty Reports Welcome xyz motors Select Claim Status Summary and click on Preview button

26 xyz motors Click on the numbers to view the details xyz motors Xyz motors Xyz motors

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28 Select Coupon Claim Status and click on Preview button Welcome xyz motors

29 xyz motors Click on the numbers to view the details xyz motors Xyz motors Xyz motors

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31 Login with Spares ID and Go to Transactions Spares Parts Reports Spare Purchase Receipt Issue Data Monthwise Welcome xyz motors Select Receipt Issue Data Monthwise and click on Preview button

32 The details shown are SAP invoice no, SAP invoice date, invoice amt and GRR date (Receiving date in DMS)

33 Login with Spares ID and Go to Transactions Spares Parts Reports Welcome xyz motors Select Order Status and click on Preview button

34 xyz motors Click on dealer name to view the details xyz motors xyz motors

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36 Select Order wise % Execution and click on Preview button Welcome xyz motors

37 xyz motors Click here to view the details xyz motors xyz motors

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39 Select Order wise Shortage and click on Preview button Welcome xyz motors

40 xyz motors Click here to view the details xyz motors xyz motors

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42 Transactions Spares Parts Reports Inventory Inventory Variance Welcome xyz motors Select Inventory Variance and click on Preview button

43 Transactions Spares Parts Reports Inventory Inventory Variance Stock displayed is the current stock available at the dealership Welcome xyz motors

44 Transactions Spares Parts Reports Inventory Inventory Variance Stock Adjustment Report Welcome xyz motors

45 Transactions Spares Parts Reports Inventory Spares Inventory Welcome xyz motors Select Spares Inventory and click on Preview button

46 Adherence as per the stocking norms

47 Select Spares Inventory and click on Preview button As per the stocking norms defined by company

48 Transactions Spares Parts Reports Spares Sale Customer Group wise Sale Select Customer Group wise Sale and click on Preview button

49 xyz motors Partline is number of parts

50 Transactions Spares Parts Reports Spares Sale Party wise Sale Select Party wise Sale and click on Preview button

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53 Transactions Spares Parts Reports Spares Sale Partywise Order Vs Supply Select Partywise Order Vs Supply and click on Preview button

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56 Transactions Spares Parts Reports Spares Sale Partywise Partwise Sale Select Partywise Partwise Sale and click on Preview button xyz

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59 Transactions Spares Parts Reports Spares Sale Partwise Partywise Order Received Vs Supply Select Partwise Partywise Order Received Vs Supply and click on Preview button Welcome xyz motors

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62 Transactions Spares Parts Reports Spares Sale Linewise partywise execution Select Linewise partywise execution and click on Preview button Welcome xyz motors

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65 Transactions Spares Parts Reports Spares Sale Part Line wise Sale Welcome xyz motors Select Part Line wise Sale and click on Preview button

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68 Transactions Spares Parts Reports Spares Sale Partywise OAwise Linewise Execution Welcome xyz motors Select Partywise OAwise Linewise Execution and click on Preview button

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