ERP System(Client INFO)

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ERP System(Client INFO)
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Introduction

• It is an in-house developed product for managing
  clients management System which covers
  Quotations, Order Processing, Installations
  Process, Customers day to day problems and keep
  tracking of Customer Complaints Pending and also
  keep history. Other parts cover HR details,
  office inventory, CRM module.
• Each Employee has been assigned Unique Emp ID
  and Password and Every day each employee has to
  be logged in ERP(Enterprise Resource Program)
  System. ERP System keeps tracking of Logged in
  Time and Logged out Status of every employee.

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Daily Login Process

• Follow the following steps to login
  clientinfo.exe
• Double Click on clientinfo.exe icon 

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• Following window will open
• Note User id Password Given by Your ADMIN.

1.Enter user name
2.Enter Password
3.Click on login
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• After login following window will open

Click on DCR
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• Following window will open

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Logout Process
1. Click here to close
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• Following window will open

2.Click on logout
3. Enter user name
4. Enter password
5. Tick here
6. Click on logout
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Lunch in/out Process
1. Click here if you are going for lunch
2. It will ask for confirmation . Click on yes
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3. Now your lunch status is updated. When you
come out from lunch click here
4. Lunch status will disappear
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Clients Call Handling

• Before solving any clients problem , make sure
  about the following
• O/S Amount If you found any balance outstanding
  then transfers the related call to Account
  Department.
• AMC due Date If due date is exceed then consult
  account department .
• A/C Approval Date If anyone ask to increasing
  the validity of the license (whose validity is
  expired ) then please check a/c approval date. If
  it is approved then process the work otherwise
  ask the concerned person for approval date.

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• Now, follow the following steps to handle
  clients call
• Step1 Login clientinfo.exe
• Step2 Select DCR Option

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• Step3 Click on Daily Task Details from the Tool
  Bar as shown below

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• Step4 Following window will open

7.Click on cross button to close the task
It will display the list of idle users
5. Click on Plus Button
4. Select mode of Solution Given (Phone or
Webex).
1. Enter License No and contact person details
3.Check Outstanding amount , AMC due date and
a/c approval date(refer notes on slide
9(clients call handling)). If any pending then
contact Account Department
2. Press tab. After it you will get clients
details. You have to write clients problem
6. After completing the task select detailed row
of running problem
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Useful links to help client for effective
support 
SMS Links
Live Links
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Live Links
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SMS Link
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How to communicate with Director Mr. Sunil Kumar
Goel (SKG)

• Double click on clintinfo.exe
• Click on DCR
• Then click on scheduler with SKG.

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• Following window will open

4. Click on save
1. Mention all details in remarks
2. Enter DCR no then mention in DCR column
Extension in Extension column.
3. Enter Extension no.
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DCR System

• Two ways to generate DCR
• STAFF generated DCR
• Client generated DCR
• STAFF Generated DCR
• DCR - Work Intimation to senior staff for
  Process.
• Login in clientinfo.exe gtgtSelect DCR option then
  select Entry/updatesgtgt Click on Create DCR
  Option. Following window will open
• Fill all details (all blue fields are
  mandatory.), and Save.

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• For Client Details, Select Client Code then you
  will get client details
• Select product with the help of product option.
• Select contact person mobile no. with the help
  of Option Contact Person help
• Select Option Namegtgt Click in check box gtgtSelect
  Option name selection
• Status always opens also changes status as per
  work process.
• Call for employee/Call received (Your
  Name)/Approved by (Which is given you
  permission)/Call Transfer (Whom you want to
  transfer this matter now)
• If your work is most important tick in check box
  of most urgent if you want to Re-remind this DCR
  then tick on Re-remind check box.
• Mention all details in Call Details Option.
• Then save this DCR.
• When work is completed then close the DCR.

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Generated DCR can be viewed by selecting a row as
shown here
DCR Status can be changed from here. Various DCR
status are explained on coming slide.
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DCR Status

• Attention -----Self explanatory
• Billing ----- Self explanatory
• Closed ----- Self explanatory
• CNA ---Client is not available
• Completed ----- Self explanatory
• Discussion ----- Self explanatory
• Fupld --- file uploaded
• Hold ---If issue is keep pending for future
• INFO ----Information
• Inform clnt -----Inform to client
• In progress---- Self explanatory
• Insuff Info -----Insufficient information in DCR
• Invalid info ----Invalid information
• Keep Pending ---- Self explanatory
• Open--- Self explanatory

• Payement Due -- Self explanatory
• Prog Prob --Programming Problem
• Re-open---- Self explanatory
• Replied--- Replied by client /Staff
• Return---DCR is not acceted by the person to whom
  you have transferred
• Tech ProbTechnical Problem
• Unlock Code ---To get password from sir when data
  is locked
• Unreleased---DCR is not open to sir
• Updated ---Time to time updation in DCR
• U-testing--- Under Testing
• WCR---waiting for client response
• WFP---Waiting for File plug in
• WFU---waiting for file upload

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• Client Generated DCR
• Client can generate DCR using Shilpi Package (For
  example cApex10.exe)

• For it do the following steps
• Login Package cApex10.exe
• Open required report. For example Client wise
  Net Position

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• Click on Download QRP

Download QRP
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Click on this to generate DCR
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Following window will open
1.Select Support Engineer
3.Enter mobile number
2.Enter Your Name
4.Enter your Problem
5.Click on Submit
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• After submitted all details, a DCR will be
  created and can be viewed by Shlipi Staff as
  shown below

Tick on Customer Direct DCR
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• It will display all Client Direct DCRs

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How to use TO DO LIST
To Do List

• Double click on clintinfo.exe
• Click on DCR
• Select to do list

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• Following window will open

4. Click on save
1. Click on plus button to insert a row
2.Enter all details in this window
3. Select employee name which you want to refer
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How to Upload/Download files to/from clientinfo
Uploading Files Step 1 Go to client info Step
2 Select FTP (File send to customer)

File Send to customers
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• Step 3 Following window will open
• Enter following details
• Account ID
• Write or select file name with full path

Click here it will send file in customer's
account
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Step 5 A message of successfully uploaded will
display as shown below
Step 6 If wants to send in customer bank
account then tick on Update on Customer Bank
Account Step 7 Click on File upload in customer
account Step 8 A message of successfully
uploaded will display
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• Downloading Files
• Step1 Select (File received from
  customers)Following window will open

FTP (File received from customers)
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Step 2 Select a raw to view the file/files sent
by client.
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Important Options in Client info
3. Meeting Details
1.Product Version Report
2. Appraisal Entry/Edit
5. Explorer
4. Remote Admin
8.DCRs in New Window
9. FAQ
10. Client Wise Pending DCR
6. Client Software Parameters
7. Find Customized QRP on Net
Note Only general options are discussed here.
Other options are for specific purpose and make
enabled only to the related person
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1. Product Version Report
2.Click on save to save DCR Status
1. Update status OK (only when your work is
completed and you want to upload the file on
Website)
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2. Appraisal Entry/Edit
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3. Meeting Details
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4. Remote Admin
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5. Explorer
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6. Client Software Parameters
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7. Find customized QRP on Net
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8. Pending DCR Details
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9.FAQ
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10.Client Wise Pending DCR
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