EV vehicle Planning

EV vehicle Planning

OVERVIEW:
EV feedback lead Process

EV feedback lead Process
enables the user to take the feedback from customer based on the enquiry for a specific model or multiple models. It consists of various questions which users will ask to customer. Based on the overall experience of the customer, the user will have to capture the answer in the utility.

 

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → CRM→ EV Feedback-Lead

User Interface

Field Description

Field

Description

Branch

Select branch to create Lead feedback.

Recorded By

Select Name of a person who is recording

Customer

Displays the name of the customer.

Model

Select the model

Vehicle

Displays the name of vehicle.

Financer

Select the name of a financier

Source

Select the source of information

Campaign

Select the name of a campaign

Document type

Select the type of a document

Activity

Displays the name of the activity

Select question templet for Lead

Select the feedback question from the predefined set of questions

Feedback Date

Select the date of feedback taken

Feedback taken by

Select the name of a person who has taken the feedback


OVERVIEW:
EV Send Bulk message

This process helps the firm to get in touch with their customers and allows to send bulk messages such as promotional offers, festive greetings, anniversary wishes etc. via SMS, E-mails, Telephonic calls etc.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → CRM→ EV Send Bulk message

Field Description

Field

Description

Customer Group

Create filter according to customer group

Customer Code

Create filter according to customer Code

Model Family

Create filter according to Model family

Model

Create filter according to Model

DOB From Date

Select Date Of Birth starting range

DOB to Date

Select Date Of Birth ending range

Anniversary from Date

Select Anniversary starting range

Anniversary to Date

Select Anniversary ending range

Date of Sale from date

Select Date of Sale starting range

Date of to from date

Select Date of Sale ending range

Insurance Expiry From Date

Select Insurance Expiry starting range

Insurance Expiry To Date

Select Insurance Expiry ending range

Last service From Date

Select Last service date starting range

Last service To Date

Select Last service date ending range

Media Type

Select the media Type

Template

Select the media template

Contact Person Name

Enter contact Person Name

Contact Person No

Enter Contact Person Number

Message

Enter the Message

OVERVIEW:
EV Target Lead

This process helps the firm to get in touch with their customers and allows them to send bulk messages such as promotional offers, festive greetings, anniversary wishes etc. via SMS, E-mails, Telephonic calls etc.

 

PROCESS FLOW

To access enquiry feedback process:

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

User Interface

Field Description

Field

Description

Branch

Select branch to create target

Select the financial Period for Lead

Select the financial Period for Lead

Period

Select the period

Period Type

Select the Period type

Salesperson

Select the Salesperson for target allocation

Model

Select the Model for target allocation


OVERVIEW:
EV Target Activity

This process lets sales superior to view the target activity overview of his salespeople using various filters available.

PROCESS FLOW

To access enquiry feedback process:

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



Field Description

Field Description

Field

Description

Company

Select the company

Branch

Select branch to create target

Salesperson

Select the Salesperson for target allocation

Status

Select the status

Date Range

Select the date range


OVERVIEW:
EV CRM Incentive master

Through the incentive master process, a sales superior can set incentives schemes for their salespersons related to the CRM activities to generate the leads in the branch and hence boosting up the sales of a branch.

PROCESS FLOW

To access enquiry feedback process:

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


User Interface


Field Description

Field

Description

Reference Incentives

Select the existing reference of Incentive master

Code

Displays the code of Incentive master

Name

Name of incentive Scheme

Description

Description of Incentive Scheme

Reference Number

Select the reference number of Incentive Scheme

Campaign Name

Select the name of a campaign

Applicable period Type

Select the period for which incentives are applicable

Applicable From date

Manually select the date from which scheme is applicable

Applicable To date

Manually select the date till which scheme is applicable

Target Type

Select a parameter on which target will be decided

Incentive Calculation Type

Select the type of incentive calculation

Calculation Type

Select the criteria of incentive calculation

Growth From Date

Select growth starting date

Growth To Date

Select the period till growth is noticed

Target

Enter the target in Qty

Model Code

Select the model code

Model Name

Select the model Name

Model

Select the model

Model Group

Select the model group

Model Family

Select the model family

Company

Select the company

Company Group

Select the company group

Payee Group

Select the payee Group

Color

Select the color

View Details

View the entire details

View Eliminated Details

Views the eliminated criterion from the incentive schemes


OVERVIEW:
EV CRM Incentive calculation Utility

EV CRM Incentive calculation Utility is used by the sales superior to overview the calculation criteria of the Salespersons. It lets the user approve or reject the incentive document as per his choice. It also lets sales superior to see the incentive rewards and amount associated with the incentives.

 

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → CRM→ EV CRM Incentive calculation Utility.

User Interface (Incentive Calculated Results)


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 Periodicity

From date

Select the period from growth is noticed

To date

Select the period from growth is noticed

Incentive Reward 1

Select the Incentive reward no.1

Incentive Reward 2

Select the Incentive reward no.2

Total Qty

Enter the total quantity

Total Discount

Enter total discount

Total Amount

Displays the total amount

Target

Select the target

Target From %

Select the starting range of target percentage

Target to %

Select the ending range of target percentage

Is Target Achieved

Select if the target is achieved

Achieved Target

Displays the target achieved in Qty

Achieved Percentage

Displays the target achieved in percentage

Cumulative Incentive Amount

Displays the Cumulative Incentive Amount

Basic Incentive Amount

Displays the basic incentive amount

Purchase Value

Enter the purchase value

Marginal Value

Enter the marginal value

Original Payable Amount

Displays the original payable amount

Payable Amount

Displays the amount payable

Approve

Approve the incentives

Reject

Reject the incentives

Remarks

Enter remarks

OVERVIEW:
EV CRM Incentive approval Utility.

Through incentive master calculation Utility, a sales superior can review the progress of the salespersons and make a final decision based on achieved results by their salespersons.

 

PROCESS FLOW

To access enquiry feedback process:

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

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

Select the company Code

Company

Select the company

Company Group

Select the company Group

Model Code

Select the Model Code

Model Number

Select the Model number

Model Group

Select 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

Remarks

Displays remarks if any

User Interface (Incentive Eligible Document)

Field Description

Field

Description

Document Date

Select the date of document created

Document Name

Select the Name document

DocType

Select the type of document

Company Code

Displays the company code

Company

Select 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 CRM Incentive Document

EV CRM Incentive Document is used to view all the Incentive related documents. This gives a brief idea of incentive approvals or the rejections in the branch. This also gives an insight of whether the incentive amount has been credited and the total amount credited as well. Using this utility, a user can view whether the incentive scheme is open or closed.

 

PROCESS FLOW

To access enquiry feedback process:

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

User Interface (Incentive Document)

Field Description

Field

Description

Document Name

Displays the document Name

Document Date

Displays the document date

Company

Displays the company Name

Incentive Name

Displays the existing reference of Incentive master

Incentive Calculation Type

Select the type of incentive calculation

Period Type

Select the period type

Approval Valid Till date

Displays the validity of the document approval

Cancellation Type

Displays the Calculation Type

Cancellation Date

Displays the date of calculation

Is Closed

Displays if the document is closed

Field Description

Field

Description

Document Date

Select the date of document created

Document Name

Select the Name document

DocType

Select the type of document

Company Code

Displays the company code

Company

Select 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 CRM Commission master

Through EV CRM Commission master process, a sales superior can set commission schemes for third party agents/brokers related to the CRM activities to generate the leads in the branch and hence boosting up the sales of a branch.

 

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → CRM→ EV CRM Commission master


User Interface

Field Description

Field

Description

Reference Commissions

Select the existing reference of Commission master

Code

Displays the code of Commission master

Name

Name of Commission Scheme

Description

Description of Commission Scheme

Applicable From date

Manually select the date from which scheme is applicable

Applicable To date

Manually select the date till which scheme is applicable

Reference Number

Select the reference number of Commission Scheme

Campaign Name

Select the name of a campaign

Model Code

Select the model code

Model Name

Select the model Name

Model Group

Select the model group

Model Family

Select the model family

Company

Select the company

Company Group

Select the company group

Payee Group

Select the payee Group

Color

Select the color

Commission Per Unit Amount

Enter the per unit commission amount

Commission Percentage

Enter percentage of commission

View Eliminated Details

Views the eliminated criterion from the Commission schemes

OVERVIEW:
EV CRM Commission calculation Utility

Through EV CRM Commission calculation Utility, a sales superior can review the progress of the third-party agents and make a final decision based on achieved results by their third-party agents.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → CRM→ EV CRM Commission calculation Utility.

User Interface (Commission Calculated Results)


Field Description

Field

Description

Commissions

Select the existing reference of Commission master

From date

Select starting date

To date

Enter end date of duration

Company Code

Enter the company Code

Company

Enter the company

Company Group

Select the company Group

Model Code

Select the Model Code

Model Name

Select the Model name

Model Group

Select the Model Group

Model

Enter the model

Color

Enter the color

Payee Name

Enter the payee Group

Payee Group

Enter the payee Name

Customer Group

Enter the salesperson name

Incentive Reward 1

Select the model code

Incentive Reward 2

Select the model Name

Total Qty

Select the model

Total Discount

Select the model group

Total Amount

Select the model family

Original Payable Amount

Views the eliminated criterion from the incentive schemes

Payable Amount

Enter total payable Amount

Approve

Approve the commission

Reject

Reject the commission

Remarks

Enter the remarks

User Interface (Commission Eligible Document)

Field Description

Field

Description

Commissions

Select the existing reference of Commission master

From date

Select starting date

To date

Enter end date of duration

Document Date

Select the date of document created

Document Name

Select the Name document

DocType

Select the type of document

Company

Enter the company

Branch

Select the branch

Model Code

Select the Model Code

Model Name

Select the Model name

Model Group

Select the Model Group

Model

Enter the model

Color

Enter the color

Customer

Enter the customer

Customer Group

Enter the customer group

Payee Group

Enter the payee Group

Payee Name

Enter the payee Name

Salesperson

Enter the salesperson name

Qty

Enter the quantity

Frame No

Enter the frame number

Cost

Enter the total cost

Purchase Value

Enter the value of purchase

Marginal Value

Enter the marginal value

Rate

Enter the rate

Trade Discount

Enter the trade discount

Tax Amount

Enter the Tax amount

Total Amount

Displays total amount

Field

Description

Branch

Select branch to create target activity

Period

Select the period within which the target is to be assigned

Period Type

Select the target periodicity

Salesperson

Select the Salesperson for target allocation

Activity

Select the activity for target allocation


OVERVIEW:
EV Salesperson Diary

EV Salesperson diary allows user to write his own day to day activity, schedule, tasks related to work. This diary helps the user to view the activity of their subordinate to get the clearer view of their working schedules.

PROCESS FLOW

To access enquiry feedback process:

·        In the Excellon 5.5 application, go to Electric Vehicle module → Planning → CRM→ EV Salesperson Diary



    • Related Articles

    • EV planning procrument

      OVERVIEW: EV Auto Ordering MSL Auto Ordering MSL utility generates automatic Purchase Order for the items that reaches its minimum stock level i.e less than minimum quantity or reorder quantity specified in the master. It also takes into ...

    • EV Planning

      OVERVIEW EV VEHICLE HISTORY EV vehicle history is a detailed document that provides vehicle information. To obtain a vehicle history user need to know the vehicle registration number or chassis number or engine number. This gives the overall ...

    • 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 ...

    • EV parts Procurement

      OVERVIEW EV PART CASH INVOICE EV Part Cash Invoice is a process in which one can take inward of Spare parts purchased from any other supplier who is not using CDMS. The main purpose of Local Purchase Cash invoice is to add Spare parts in stock ...

    • EV Parts Planning

      Electric Vehicle |Parts| Planning| SALES OVERVIEW: EV DEMAND PLANNING EV Demand Planning helps to find insufficient stock present in the branch while creating Sale order. This utility automatically generates Purchase Order for all the deficient items ...