Web User Manual Formfms.nic.in/user_manual_folder-1/web/Wholesaler.pdf · 2014-03-31 ·...

Web User Manual For

Wholesaler

Version 5.2

26th March 2014

User Manual mFMS

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 ...............................................................................................................................10

1 Login to mFMS Application ..............................................................................................................11

1.1 Starting Internet Explorer by run command ...............................................................................11

1.2 Starting Internet Explorer from the “Programs” menu ..............................................................12

1.3 Starting Internet Explorer from Desktop short cut .....................................................................12

1.4 Typing the mFMS URL .................................................................................................................13

1.5 Viewing the homepage ...............................................................................................................13

1.6 Login ............................................................................................................................................14

1.6.1 Entering Username ..............................................................................................................14

1.6.2 Entering Password ...............................................................................................................14

1.6.3 Session Expiry ......................................................................................................................14

2 Wholesaler..........................................................................................................................................16

2.1 Role .............................................................................................................................................16

2.1.1 Registration ..........................................................................................................................17

2.1.1.1 View / Edit .................................................................................................................................... 17

2.1.2 Sale .......................................................................................................................................23

2.1.2.1 Acknowledge Company Receipts ................................................................................................. 23

2.1.2.2 Acknowledge Wholesaler Receipts .............................................................................................. 27

User Manual mFMS

2.1.2.3 Upload Sales Transaction ............................................................................................................. 33

2.1.2.4 Enter Sales Transaction ................................................................................................................ 34

2.1.2.5 View Wholesaler Sale Transaction ............................................................................................... 37

2.1.2.6 View Company Sale Receipts ....................................................................................................... 42

2.1.3 Stock.....................................................................................................................................48

2.1.3.1 Upload Stock Data ........................................................................................................................ 49

2.1.3.2 Enter Stock Data ........................................................................................................................... 50

2.1.3.3 View Stock Data ............................................................................................................................ 52

2.1.3.4 Enter Stock Transfer Data ............................................................................................................ 53

2.1.3.5 View Stock Transfer Data ............................................................................................................. 56

3 References .........................................................................................................................................62

4 Annexure ............................................................................................................................................63

4.1 System Requirements for using mFMS Application....................................................................63

4.2 Enabling Pop-Ups in Your Browser (Internet Explorer) ..............................................................63

4.3 Enabling Pop-Ups in Your Browser (Mozilla Firefox) ..................................................................64

4.4 Updating Browser .......................................................................................................................64

User Manual mFMS

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

User Manual mFMS

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 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

User Manual mFMS

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 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

User Manual mFMS

Application Interface & Navigation

Interface Symbol Description

Search Button Displays search result, if any that

matches the specified search criteria.

Text Box Enables user to enter text or modify

the displayed text.

Text Area

Enables user to enter alphanumeric

text or modify the displayed text.

Drop down list Enables user to select a single item

from a list of items.

For example,

Radio Buttons To make a single choice out of all

available options.

Login

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

User Manual mFMS

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

User Manual mFMS

List of Abbreviations

mFMS Mobile Based Fertilizer Monitoring System

User Manual mFMS

Introduction about this guide

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.

User Manual mFMS

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 1.

Figure 1 :- Run Window - I

3. Type iexplore in the open dialogue box.

4. Click Ok.

Figure 2 :- Run Window - II

1

2

3

4

4

User Manual mFMS

1.2 Starting Internet Explorer from the “Programs” menu

1. Click “Start Menu”.

2. Click “Programs”.

3. Select “Internet

Explorer” from the list.

Figure 3 :- Selecting Internet Explorer from the “Program”

1.3 Starting Internet Explorer from Desktop short cut

Figure 4 :- Selecting Internet Explorer from Desktop

1

2

3

User Manual mFMS

1.4 Typing the mFMS URL

1. Type the provided “URL” in address bar of internet explorer.

2. Press “Enter” key.

Figure 5 :- Internet Explorer Window

1.5 Viewing the homepage

Figure 6 :- mFMS Homepage

User Manual mFMS

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.

Figure 7 :- mFMS Login Screen

1.6.1 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

1.6.2 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.

1.6.3 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

User Manual mFMS

Wholesaler

User Manual mFMS

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

User Manual mFMS

2.1.1 Registration

2.1.1.1 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.

User Manual mFMS

‼ Action Click on Agency Name to populate the Wholesaler Dashboard.

2.1.1.1.1 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.

User Manual mFMS

2.1.1.1.1.1 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.

User Manual mFMS

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 – 1st address line of the dealer for registration.

Location Address 2 – 2nd 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.

E-mail - Accepts the e-mail 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.

User Manual mFMS

2.1.1.1.1.2 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.


User Manual mFMS

2.1.1.1.1.3 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.

User Manual mFMS

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.


2.1.2 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

2.1.2.1 Acknowledge Company Receipts

The wholesaler can view Acknowledge receipt data of company/companies of whose it is a

wholesaler.

User Manual mFMS

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.

Figure 20 :- Wholesaler Acknowledgment Receipts Search Page

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

User Manual mFMS

Figure 21 :- Wholesaler Acknowledgment Receipts Search Result Page

On Click of Cancel button, Wholesaler Sales Details Options screen would be displayed.

2.1.2.1.1 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.

User Manual mFMS

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

2.1.2.1.2 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.

User Manual mFMS

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:

2.1.2.2 Acknowledge Wholesaler Receipts

This section involves receipt of sale from one wholesaler to another wholesaler.

Message Structure:

“A receipt of sale has been acknowledged by <Wholesaler’s ID 6 digits> on <dd-mm-yyyy> <hr-

min-sec> is successfully. Transaction ID is <16 digits>”

Example: “A receipt of sale has been acknowledged by <1000000> on <15-08-2011> <09-30-00>

is successfully. Transaction ID is <10000000000000000>”

User Manual mFMS

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.

Figure 25 :- Acknowledge Wholesaler Sale Receipt Search

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

User Manual mFMS

Figure 26 :- Acknowledge Wholesaler Sale Receipt Search Result

2.1.2.2.1 Acknowledge


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 <Wholesaler’s ID 6 digits> on <dd-mm-yyyy> <hr-

min-sec> is successfully. Transaction ID is <16 digits>”

User Manual mFMS

2.1.2.2.2 Partial Acknowledge


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-min-

sec> is successfully. Transaction ID is <16 digits>”

Example: “A receipt of sale has been acknowledged by <1000000> on <15-08-2011> <09-30-00> is

successfully. Transaction ID is <10000000000000000>”

User Manual mFMS

2.1.2.2.3 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

2.1.2.2.4 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.

User Manual mFMS

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.

2.1.2.2.5 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

User Manual mFMS

2.1.2.3 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

User Manual mFMS

2.1.2.4 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.

User Manual mFMS

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.

User Manual mFMS

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 <1000000000> dated <15-08-2011> by

<100000> to <100001> is successful. Transaction ID is <10000000000000000>”

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 <1000000000> dated <15-08-2011> by

<100000> to <100001> is successful. Transaction ID is <10000000000000000>”

User Manual mFMS

2.1.2.5 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

User Manual mFMS

2.1.2.5.1 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

User Manual mFMS

Click on Cancel to return to Wholesaler Sale Transaction Search Result screen.

2.1.2.5.2 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

User Manual mFMS

Figure 44 :- Export to Excel Option - File

2.1.2.5.3 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.

User Manual mFMS

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

User Manual mFMS

2.1.2.6 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

User Manual mFMS

Figure 49 :- Wholesaler Acknowledgement Receipts Search Result


To view the Company Sale receipts, select the transaction Id and then click on view sale details to

view the details.

User Manual mFMS

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

User Manual mFMS

2.1.2.6.2 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

User Manual mFMS





User Manual mFMS


2.1.2.6.4 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.

User Manual mFMS

Figure 56 :- View Non-Ack Sale transaction

Important For all those sale transaction with status NEW, only, view sale details can be viewed.

2.1.3 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

User Manual mFMS

Figure 57 : - Wholesale Stock Details Options

2.1.3.1 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

User Manual mFMS

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

2.1.3.2 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.

User Manual mFMS

Stock Date: It is the date when stock is taken.

Important Entering these details, click on Enter Stock button to make entry of company,


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.



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:

User Manual mFMS

2.1.3.3 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.

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 <2011-01-26><09:00:00> by <1000000>

successfully. Transaction Id is <100000000000000000>”

User Manual mFMS

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.

2.1.3.4 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.

User Manual mFMS

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,


User Manual mFMS

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.

User Manual mFMS



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:

2.1.3.5 View Stock Transfer Data

To view the stock transfer details, select the transaction Id and click on the view sale details.

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 <15-08-2011> by <100000> to <100001> is successful.

Transaction ID is <10000000000000000>”

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 <15-08-2011> by <100000> to <100001> is successful.

Transaction ID is <10000000000000000>”

User Manual mFMS

Figure 70 :- View Wholesaler Stock Transfer

Figure 71 :- Wholesaler Stock Transfer Search

Figure 72 :- Wholesaler Stock Transfer Search Result

2.1.3.5.1 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.

User Manual mFMS

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.

User Manual mFMS


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

User Manual mFMS

2.1.3.5.3 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




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User Manual mFMS

3 References 1. For web application, refer to http://www.mfms.nic.in

http://www.mfms.nic.in/

User Manual mFMS

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. 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

User Manual mFMS

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 pop-up 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 http://www.microsoft.com and get the latest Internet Explorer version.

http://www.microsoft.com/

Web User Manual Formfms.nic.in/user_manual_folder-1/web/Wholesaler.pdf · 2014-03-31 ·...

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Transcript of Web User Manual Formfms.nic.in/user_manual_folder-1/web/Wholesaler.pdf · 2014-03-31 ·...