WebXpress Cash Management Solution
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Transcript of WebXpress Cash Management Solution
![Page 1: WebXpress Cash Management Solution](https://reader033.fdocuments.net/reader033/viewer/2022060204/559f641a1a28aba0378b45b6/html5/thumbnails/1.jpg)
WebXpress Solution for Cash
Management and Fleet Management
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WebXpress Solution flow for Cash Management
Fleet Management
Fleet Maintenance
Document Alert System
Fuel Management
Telemetics Related Capability
Geo – Fence Management Alerts
Unauthorized Door Open Alerts
GPS Tracking – Route Taken View
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Fleet Maintenance: Objective of Job Sheet
Why Routine Vehicle Maintenance is a Must
I don’t know about you, but I hate spending money on vehicle repairs. The worst is
when I know something needs to be fixed, but I just ignore it hoping it will magically
disappear. The problem is, it never does.
Delaying vehicle maintenance can have some serious impacts. “Vehicle negligence
costs money and can be unsafe . So those who treat their vehicles as valuable
investments and commit to regular vehicle maintenance, end up saving a lot of
money.
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Objective of Job Sheet -contd
Job sheet is nothing but a type of vehicle maintenance document . We prepare a job
sheet for vehicles that need daily maintenance . Vehicle maintenance can ne
categorized into the following types .
1. Preventive maintenance
2. Running repairs
3. Accident
4. Breakdown
5. Fitness certificate renewal
6. Schedule maintenance
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Job Sheet - Place in the Product
WebXpress Fleet
Finance & Accounts
Route Cost Management
Driver & Fuel Mgmt
Track & Trace
Job Sheet Maagement
E-mail GPS System
Vendors
FLEET OWNER & OPERATOR
Customers
External Entities
MOBILE ALERTS
Journey Request Mgmt
Document Alerts
Tyre Management
Fixed & Variable Expenses
Job Sheet Management
Trip Sheet
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Job sheet Process- Job Sheet
Vendor Payment
Job sheet Process
Job Sheet Closure
Vendor Bill Submission
Job Sheet GenerationMaintenance Database
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Job Sheet description
Job sheet Approval Amount Matrix - To sent vehicle for Maintenance it will
require financial and time line readiness for vehicle. In the same case there should be
a provision to get a approval from higher authorities whenever is required.
System is having a provision to define approval matrix on the basis of amounts at the
time of generation of Job Order generation (assessment of expenses) and closure of
job order (Final amount of expenses)
Generate : Branch,
Area and HO have
1000,7000 and
10000 Approved
Amt Respectively.
Generate : Branch, Area
and HO have 1000,7000
and 10000 Approved Amt
Respectively.
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After defining the job approval matrix amount ,a hierarchy is set of what requires
and approval and who is authorized to approve it .
Job order can be divided into 4 parts
Job order generation
Job order approval
Job order closure
Job order cancellation
We proceed to make our first job order
New job order preparation has the following fields which are explained below
1. Vehicle number – We select a vehicle which needs to be sent in the work shop for
maintenance . A vehicle should not be in transit and should be available . Once you
select the vehicle its model number , manufacture name and vehicle category will
automatically appear
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Job card type – It tells u for what vehicle is been sent to the work shop for
maintenance .
Job order date – this indicates the date at which the vehicle was sent to the work
shop .
Service Centre Type – service center type can be workshop or vendor . Workshop is
usually owned by company while vendor is an external agency which takes a contract
from us to maintain our vehicle . We pay the vendors and supply parts to them when
required
Order status – order status is always open when we are preparing a job order .
We have to estimate the labor cost and labor hours whicle preparing the new job
order .
Task details – Then we have to enter the different task details like task description ,
task type , estimated labor hrs , estimated labor cost , remarks .
Job sheet approval – Job sheet is sent for approval to if the cost falls above the
approval amount matrix .If the amount is within the range then the job sheet is
automatically approved .
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Job order closure details
Once the job is completed it needs to be closed . We then calculate the actual cost
and labor hours incurred in that job . If there is a difference we find out where did
the variance took place .
We get two options to close the job order one is operationally closure and the other
is financial closure . When it is closed operationally the vehicle is returned to us and
it can start its usual operations . It is closed financially when all the dues have been
settled .
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Jobsheet Approval Amount Matrix
Generate : Branch, Area
and HO have 1000,7000
and 10000 Approved Amt
Respectively.
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Job Order Preparation Process
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Job Order Preparation
Different Job Card Types
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Maintenance Task for Cash Vans
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Spare parts for Cash Van Maintenance
Total expenses is 11350 so we will require approval
from Regional Office.
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Job Order Prepared Successfully
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Print and View of Job Order
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Job Approval Module
By using this module Operations Head can
approve amount for Job Order.
We are At Regional Office Now
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Jobsheet Type
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List of Job orders for amount approval
Here authority can reject or approve the amount.
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Process After Approval
After Getting Approval of JOB order from Approval Authority vehicle Will be Sent to
Work Shop.
In Work Shop, work Shop Supervisor will have to check the list of Activities to be
Done.
Also He Will Check whether any Spare part is required to Replace Or any Additional
task has to be Done.
After finishing all Activity workshop Supervisor will give OK Report & Release vehicle
with final Amount.
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Option to Closing Job Order
Closing Job Order
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Closing Job Order process
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Closing Job Order
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Closing Job Order Cont.
Here we can select AMC and Non – AMC cost.
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Closing Job Order
Software has a facility of closing the job order operationally and financially.
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Job Order Closed
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Document Alert System
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Statutory Document Renewal Pre Alert Mail
We can configure multiple email addresses for various documents pre alert mail.
In which we will get document list under below category
Documents Already Expired
Documents Expiring in 0 to 7 days
Documents Expiring in 8 to 30 days
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Statutory Document Renewal Pre Alert Mail Format
List of Vehicle
NumbersDocument
Type
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WebXpress Fuel Management System
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Trip Sheet Entry with Fuel Slip Entry
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Trip Sheet Generation Process Ver-8.0
Fuel Slip can be attached with the Trip
sheet
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Trip Sheet Generation Cont.. Ver-8.0
Fuel Slip can be attached with Trip sheet
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Trip Sheet Generated Ver-8.0
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Fuel Slip Entry Ver-8.0
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Ver-8.0
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Query page for Trip Sheet with Fuel slip Ver-8.0
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Details of the Fuel Slip Ver-8.0
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Fuel Slip Issued Ver-8.0
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Fuel Slip Bill Entry Ver-8.0
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Fuel Slip Entry Payment Query Page Ver-8.0
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Vendor Bill Entry Ver-8.0
Fuel Slips details with lit.
Quantity, Rate and Amount
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Vendor Bill Entry cont..
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Vendor Bill Entry Generated Ver-8.0
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Fuel Slip Entry Summary – Print and View Format
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Fuel Vendor Payment Module Ver-8.0
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Payment Voucher Creation Process Ver-8.0
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Payment Voucher Creation Process cont..
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Payment Voucher Creation Process cont..
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Print and View format Ver-8.0
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Fuel Slip Register Report Ver-8.0
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How to Control this Activities by using WebXpress System?
Telemetics Related Capability
Geo – Fence Management Alerts
Unauthorized Door Open Alerts
GPS Tracking – Route Taken View
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GPS : Route Tracking Reports
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Click on Play Back Report
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Select User and Date Range
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As per the user selected the route is plotted on the map
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The pop up gives the details of the current location with time
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Introduction to Geo Fence Technology
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How can we utilize this Technology to control Cash Van Robbery?
1. We can fix the route of every Cash Van and define Geo Fence for every Van.
2. If due to some reason driver drive out side of his Geo Fence the Operations Manager
will get SMS/ Email alert.
3. System can be configured in a such a way that
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Geofence Management
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Geo Fence Creation Process
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Click on ADD Geofence to create it
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Geofence added..
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Click on Edit to do any changes in created Geo fence