EV planning Sales

EV planning Sales

OVERVIEW:
EV Auto Allocation

EV Auto allocation is the process of allocating chassis and engine numbers against the customer booking. The process of allocation will take place based on the FIFO (First-In First-Out) concept. If the customer wants to postpone, then the user can update the status to postpone and enter the number of days to postpone as requested by customer. After postponing days completes then the system allocates the vehicle to the customer.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Auto Allocation

User Interface

Field Description

Field

Description

Request Date Expired in (In Days)

Displays the day after which of requested date from the customer is expired

Promised Date Expired in (In Days)

Displays the day after which of Promised date is expired

Customer With Advance

Displays the advance amount by the customer

Customer With 100% Advance

Clicking this checkbox will show customers who paid 100% amount in advance

Customer With No Advance

Clicking this checkbox will show customers who has paid nothing in advance

Customer with Finance Cleared

Clicking this checkbox will show customer who has his finance cleared

Default Allocation By Ranking

Clicking this checkbox will auto-allocate vehicle according to Rank

Percent Allocation

By Clicking this checkbox, a user can manually set the allocation percentage.

Model

Display the model’s name

Color

Displays the color

Document Name

Displays the name of a document

Document Date

Displays the date of document created

Requested Date

Displays the requested date

Promised Date

Displays the date promised for the vehicle delivery

Valid Till date

Displays the validity date of promise

Customer Name

Displays the customer Name

Frame No

Displays the frame number

OVERVIEW:
EV IB Maintenance

EV IB(Install base) Maintenance allows user to view entire information related to the vehicle of the particular customer based on the selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV IB Maintenance

User Interface

Field Description

Field

Description

Branch

Select The branch

Model

Select the model

Customer

Select the Customer Name

From date

Select starting date range

To date

Select ending date range

Pending Registration

Clicking this Check Box will Display the pending registrations

Branch Name

Displays the Branch Name

Active Customer Name

Displays the active Customer Name

Mobile

Displays the Mobile Number

Model

Displays the model’s name

Frame No

Displays the Frame Number

Motor No

Displays the Motor Number

Registration Number

Displays the registration number

Insurer

Displays the insurer Name

Insurance Number

Displays the Insurance Number

Insurance Type

Displays the type of Insurance

Active Insurance date

Displays the Active Insurance date

Insurance Expiry Date

Displays the Insurance Expiry Date

Invoice Date

Displays the Invoice Date

RTO Office

Displays the RTO office details

Registration Received

Displays if the vehicle registration received

Registration Delivered

Displays if the vehicle registration delivered

RTO Paid

Displays if the RTO is paid

RTO Received

Displays if the RTO is Received

RTO Delivered

Displays if the RTO is Delivered

Insurance Paid

Displays if the Insurance is Paid

Insurance received

Displays if the Insurance is Received

RC Book No

Displays the RC Book Number

Coupon No

Displays the Coupon Number

Insurance Attachment

Displays the Insurance Attachment

File Name

Displays the File Name

Extension

Displays the Extension


OVERVIEW:
EV Forecasting

EV Forecasting allows user to predict the future EV sales subject to the sales pattern from previous time frame based on various factors such as Period variation, seasonal variation, industry growth etc. based on the selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Forecasting 

User Interface

Field Description

Field

Description

Branch

Select The branch

Period From

Select the starting period

Period To

Select the ending period

Seasonal Variation

Input the seasonal variation

Industry Growth

Input the industry growth

Other Factors

Input the other factors

Vehicle Code

Displays the vehicle Code

Vehicle

Displays the displays name

Branch

Displays the branch name

Company

Displays the company

Color

Displays the color

UOM

Displays the Unit of Measurement

Previous Year Qty

Displays the previous year’s sales quantity

Current Year Pending SO QTY

Displays the current year’s pending Sales order’s quantity

Current Year Qualified Lead QTY

Displays the current year’s qualified lead’s quantity

Current Year SSL Qty

Displays the current year’s SSL

Current Year Pending Service QTY

Displays the current year’s pending service quantity

Total Current Year Qty

Displays the current year’s quantity

Period Variation

Displays the period’s variation

Seasonal variation

Displays the seasonal Variation

Industry Growth

Displays the Industry growth

Other Factors

Displays the other factors

Insurer

Displays the Insurer name

Insurance Number

Displays the name of Insurance number

Insurance Type

Displays the Insurance Type

Active Insurance date

Displays the Insurance issued date

Insurance Expiry Date

Displays the date of insurance expiry date

Invoice Date

Displays the invoiced date

RTO Office

Displays RTO office

Registration Received

Displays the date of registration received

Registration Delivered

Displays the date of registration delivered

RTO Paid

Displays the date of RTO paid

RTO Received

Displays the RTO received

RTO Delivered

Displays the date of RTO delivered

Insurance Paid

Displays the date of insurance paid

Insurance received

Displays if the insurance is received

RC Book No

Displays the RC book number

Coupon No

Displays the coupon number

Insurance Attachment

Displays the insurance attachment document

File Name

Displays the file Name

Extension

Displays the file extension


OVERVIEW:
EV Target sales

EV Target sales allows users to view entire information related to target which is allotted to the salespersons based on selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→
EV Target sales

User Interface

OVERVIEW:
EV Feedback Utility

EV Feedback Utility allows user to view entire information related to the vehicle feedback of the customer based on the selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Feedback Utility

User Interface


 

OVERVIEW: EV Vehicle Sales Incentive Master

EV Vehicle Sales Incentive Master allows user to view entire information related to target which is allotted to the salespersons based on selected date range. Also, Various filters can be applied according to the user’s choice.

 

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Vehicle Sales Incentive Master

User Interface

Field Description

Field

Description

Code

Displays the code

Name

Displays the name

Description

Displays the Description

Reference

Displays the reference document

Campaign Name

Displays the campaign Name

Applicable From Date

Displays the period from which the incentive scheme is applicable

Applicable To Date

Displays the period till which the incentive scheme is applicable

Calculation From Date

Displays the period from which the incentive scheme is calculated

Calculation To Date

Displays the period till which the incentive scheme is calculated

OVERVIEW:
EV Vehicle Sales Incentive Calculation Utility

EV Vehicle Sales Incentive Calculation Utility allows user to view, approve or disapprove incentives and rewards to the salespersons based on selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Vehicle Sales Incentive Calculation Utility

User Interface (Incentive Calculated Result)

Field Description

Field

Description

Incentive

Select the Type of incentive from the list

Calculation type

Select the calculation type

Incentive Calculation type

Select the type of Incentive to be given to the salespersons

Period Type

Select the Period

From Date

Select the date from which you wish to view

To Date

Select the date till which you wish to view

Company Code

Displays the company Code

Company

Displays the company name

Company Group

Displays the company group

Model Name

Displays the model’s name

Model Group

Displays the model group

Model

Displays the model

Color

Displays the color

Target Type

Displays the type of target

Payee Name

Displays the Payee name

Payee Group

Displays the payee Group

Customer Group

Displays the customer group

Financer Company

Displays the financier company

Insurer Company

Displays the insurer company

Incentive Reward 1

Displays the Incentive reward-1

Incentive Reward 2

Displays the Incentive reward-2

Total Qty

Displays the total Quantity

Total Discount

Displays the total discount

Total Amount

Displays the total Amount

Target

Displays the target in numbers

Target from %

Displays the target starting range in percentage

Target To %

Displays the target ending range in percentage

Is target Achieved

Displays if the target is achieved

Achieved target

Displays the target achieved in numbers

Achieved Percentage

Displays the target achieved in Percentage

Cumulative Incentive Amount

Displays cumulative incentive amount

Basic Incentive Amount

Displays the basic incentive Amount

Purchase value

Displays the purchase value

Marginal Value

Displays the marginal value

Original Payable Amount

Displays the original payable amount

Payable Amount

Displays the payable amount

Approve

Approve the incentives

Reject

Reject the incentives

Remarks

Displays the remarks, if any.

User Interface (Incentive Eligible Document)

Field Description

Field

Description

Incentives

Select the existing reference of Incentive master

Calculation Type

Select the criteria of incentive calculation

Incentive Calculation Type

Select the type of incentive calculation

Period Type

Select the period type

From date

Select starting date range

To date

Select ending date range

From Qty

Select the starting target range in Qty

To Qty

Select the ending target range in Qty

From Amount

Select starting amount range

To Amount

Select ending amount range

Document Date

Displays the date of document created

Document Name

Displays the Name document

Doctype

Displays the type of document

Company Code

Displays the company code

Company

Displays the company

Branch

Select the Branch

Model Code

Select the Model Code

Model Number

Select the Model name

Model Group

Select the Model Group

Model

Displays the model

Color

Displays the color

Customer

Displays the customer

Customer Group

Displays the customer group

Payee Group

Displays the payee Group

Payee Name

Displays the payee Name

Salesperson

Displays the salesperson name

Financier Company

Displays Financier company name

Insurer Company

Displays the insurer company

Qty

Displays the quantity

Frame No

Displays the frame number

Cost

Displays the total cost

Purchase Value

Displays the value of purchase

Marginal Value

Displays the marginal value

Rate

Displays the rate

Trade Discount

Displays the trade discount

Finance Amount

Displays the amount financed

Insurance Amount

Displays the insurance amount

Tax Amount

Displays the Tax amount

Total Amount

Displays total amount


OVERVIEW:
EV Vehicle sales Incentive approval Utility.

Through
EV Vehicle sales Incentive approval Utility, a sales superior can review the progress of the salespersons and make a final decision based on achieved results by their salespersons. He/She can also view the incentive amount which is to be paid to the salespersons

 

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Vehicle sales Incentive approval Utility.

OVERVIEW:
EV All Sales Commission Master

EV All Sales Commission Master allows user to view entire information related to target which is allotted to the third-party agents based on selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV All Sales Commission Master

User Interface


Field Description

Field

Description

Reference Document

Select the commission document

Code

Displays the code

Name

Displays the name

Description

Displays the Description

Reference No

Displays the reference document number

Campaign Name

Displays the campaign Name

Applicable From Date

Displays the period from which the incentive scheme is applicable

Applicable To Date

Displays the period till which the incentive scheme is applicable

Calculation From Date

Displays the period from which the incentive scheme is calculated

Calculation To Date

Displays the period till which the incentive scheme is calculated

OVERVIEW:
EV Vehicle Sales Commission Calculation Utility

EV Vehicle Sales Commission Calculation Utility allows user to view, approve or disapprove incentives and rewards to the third-party agents based on selected date range. Also, Various filters can be applied according to the user’s choice.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→ EV Vehicle Sales Commission Calculation Utility

User Interface (Commission Calculated Result)

Field Description

Field

Description

Incentive

Select the Type of incentive from the list

From Date

Select the date from which you wish to view

To Date

Select the date till which you wish to view

Company Code

Displays the company Code

Company

Displays the company name

Company Group

Displays the company group

Model Name

Displays the model name

Model Group

Displays the model group

Model

Displays the model

Color

Displays the color

Payee Name

Displays the Payee name

Payee Group

Displays the payee Group

Customer Group

Displays the customer group

Financer Company

Displays the financier company

Insurer Company

Displays the insurer company

Incentive Reward 1

Displays the Incentive reward 1

Incentive Reward 2

Displays the Incentive reward 2

Total Qty

Displays the total Quantity

Original payable Amount

Displays the actual total Amount

payable Amount

Displays the total Amount to be paid

Payable Amount

Displays the payable amount

Approve

Approve the incentives

Reject

Reject the incentives

Remarks

Displays the remarks, if any.

Achieved target

Displays the target achieved in numbers

Total Amount

Displays total Amount

Total discount

Displays total discount

User Interface (Commission Eligible Document)

Field Description

Field

Description

Commission

Select the Type of commission from the list

From Date

Select the date from which you wish to view

To Date

Select the date till which you wish to view

Company Code

Displays the company Code

Company

Displays the company name

Company Group

Displays the company group

Model Name

Displays the model name

Model Group

Displays the model group

Model

Displays the model

Color

Displays the color

Payee Name

Displays the Payee name

Payee Group

Displays the payee Group

Customer Group

Displays the customer group

Financer Company

Displays the financier company

Insurer Company

Displays the insurer company

Incentive Reward 1

Displays the Incentive reward 1

Incentive Reward 2

Displays the Incentive reward 2

Total Qty

Displays the total Quantity

Original payable Amount

Displays the actual total Amount

payable Amount

Displays the total Amount to be paid

Payable Amount

Displays the payable amount

Approve

Approve the incentives

Reject

Reject the incentives

Remarks

Displays the remarks, if any.

Achieved target

Displays the target achieved in numbers

Total Amount

Displays total Amount

Total discount

Displays total discount

OVERVIEW:
EV Vehicle sales commission approval Utility

In this process of
EV Vehicle sales commission approval Utility, user can perform all approval related transaction like user can approve the incentive on bases of target if the agents have achieved or not on bases of pre-define Target for individual agents.

PROCESS FLOW

To access enquiry feedback process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module → Planning → Sales→
EV Vehicle sales commission approval Utility.

User Interface (Commission Document)

Field Description

Field

Description

Incentives

Select the existing reference of Incentive master

Calculation Type

Select the criteria of incentive calculation

Incentive Calculation Type

Select the type of incentive calculation

Period Type

Select the period type

From date

Select starting date range

To date

Select ending date range

From Qty

Displays the starting target range in Qty

To Qty

Displays the ending target range in Qty

From Amount

Select starting amount range

To Amount

Select ending amount range

Company Code

Displays the company Code

Company

Displays the company

Company Group

Displays the company Group

Model Code

Displays the Model Code

Model Number

Displays the Model number

Model Group

Displays the Model Group

Model

Displays the model

Color

Displays the color

Target Type

Displays target type

Payee Name

Displays payee name

Payee Group

Displays payee Group

Customer Group

Displays the customer group

Financier Company

Displays Financier company name

Insurer Company

Displays the insurer company

Incentive Reward 1

Displays the incentive reward 1

Incentive Reward 2

Displays the incentive reward 2

Total Qty

Displays total quantity

Total Discount

Displays Total discount

Total Amount

Displays total amount

Target

Displays target quantity

Target From %

Displays target quantity starting range in percentage

Target to %

Displays target quantity Ending range in percentage

Is Target Achieved

Select if the target is achieved

Achieved Target

Displays the target achieved

Achieved Percentage

Displays achieved target percentage

Cumulative Incentive Amount

Displays Cumulative Incentive Amount

Basic Incentive Amount

Displays Basic Incentive Amount

Purchase Value

Displays the value of purchase

Marginal Value

Displays marginal value

Original Payable Amount

Displays the original payable

Payable Amount

Displays the payable amount

Approve

Approve the incentives

Reject

Reject the incentives

Approval date

Displays the approval date

Approved By

Displays the person who approved the incentives

Approval Amount

Displays the approved amount of incentives

Remarks

Displays remarks if any

Status

Displays the status

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