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XpertLab Presentation FMCG NP

This document summarizes two products from XpertLab BD Ltd: XpertCapture and XpertDMS. XpertCapture is a mobile app solution for field force management including order capturing, geo-fencing, attendance tracking, and push messaging. XpertDMS is a distribution management system for inventory, sales, promotions, accounting, and reporting both on PC and mobile. It allows distributors to manage primary sales to retailers and secondary sales from the field in an integrated platform.

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Rajesh Das
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0% found this document useful (0 votes)
103 views22 pages

XpertLab Presentation FMCG NP

This document summarizes two products from XpertLab BD Ltd: XpertCapture and XpertDMS. XpertCapture is a mobile app solution for field force management including order capturing, geo-fencing, attendance tracking, and push messaging. XpertDMS is a distribution management system for inventory, sales, promotions, accounting, and reporting both on PC and mobile. It allows distributors to manage primary sales to retailers and secondary sales from the field in an integrated platform.

Uploaded by

Rajesh Das
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPSX, PDF, TXT or read online on Scribd
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XpertCapture

&

XpertDMS
The Ultimate Data Capturing Solutions!

XpertCapture

Order Capturing

Geo fencing

Field force Attendance

Apps Locker (optional)

POI Management

Push Messaging

Route Plan or Visit Plan

Centralize Data Repository

XpertDMS - Distribution Management System

Sales Management

Primary Sales

Secondary Sales

Inventory Management

Central Inventory/Warehouse

Sub Inventory/Sub Warehouse(optional)

Distributors Inventory

Damage/Replacement Management

Promotion/Scheme/Incentive Management

Distributor Incentive/Discount

Retailer Incentive/Discount

Field Force Incentive/Discount

Basic Accounting & Finance

Primary Sales

Step 1: Indent/Stock Requisition by Distributor

Step 2: Indent/Stock Requisition by


DSE/ASE/TM on behalf of Distributor

Distributor Payment and Ledger

Benefits

Step 2: Indent/Stock Requisition approval by


Accounts/Finance

Distributor Stock & Sales Analysis

Step 3: Stock Issue by Central


Inventory/Warehouse/Sub Inventory against
approved Indent/Stock Requisition

No PC required at Distributor Point.


Activities will be performed using
Native Android App on Smartphone or
TAB by Distributor user/SR/DSR

Step 4: Stock Receive by SE/SR/Distributor User

Or by DSE/ASE using Web Interface

Secondary Sales (Simple)

Step 1: SR/DSR will CAPTURE Order


Retailer wise (No Stock Movement)

Step 2: SR/DSR will CONFIRM Order


with delivered Qty on next day or
later (Stock will be deducted)

SR/DSR will capture


RETURN/DAMAGE Stock from
Retailer

Automatic Promotion/Scheme calculation during capturing order

Promote suggestion based on running Promotion/Scheme during


capturing order

Geo Tagged Order

Secondary Sales (Standard)

Step 1: SR/DSR will CAPTURE Order Retailer


wise (No Stock Movement)

Step 2: Distributor User will generate


Invoices on the orders in same day or later
(Stock will be deducted)

Step 3: Distributor User will Create Goods


Delivery Notes(GDN) with grouped invoices
based on Territory

Step 4: Delivery Man will go to Deliver the


product based on GDN

Step 5: Sales Confirmation by Distributor


Users GDN wise (Stock will be adjusted)

Benefits:

No PC /Computer Setup is required


in Distributor Point

Android OS bases Smartphone or


Tab

Bluetooth or Wi-Fi based printer


support

Inventory Management

Central Inventory
Distributor(CID)/Warehouse will receive
stock from Factory or other sources
Central Distributor/Warehouse will issue
stock to Distributor against approved
Indent/Stock Requisition
Central Distributor/Warehouse will Issue
Stock to Sub Distributor(if applicable)
Sub Distributor will Issue Stock to Distributor
against approved Indent/Stock Requisition(if
applicable)

Benefits:

National Stock
(Central Stock + Distributors Stock)

Central Stock

Distributors Stock

Distributor Consumption Rate

Stock Analysis Report

Reorder Level Notification

Damage/Replacement Management

Sales Representative will collect damage, returned or expired


stocks from retailer

Distributor will submit damage/returned stock to the Central


Distributor/Warehouse

ASE/DSE will approved the Damage Stocks

CID/HO will adjust the damage value with the Distributor Due
Amount.

Promotion/Scheme/Incentive

Distributor Incentive/Discount

Auto calculation during creating the


Indent/Stock Requisition by
Distributor/ASE/DSE

Discount Policy Type:

Auto calculation during capturing the


Order by the Sales Representative

Field Force Incentive/Discount

Sales Representative incentive


calculation are on demand. The
incentive based on SRs sales and it can
be based in amount or product wise
quantity

Brand Wise

Retailer Incentive/Discount

Product Wise

Category Wise

Distributor/Customer Wise

Distributor/Customer Category Wise

Benefit:

Effective Promotion/ Scheme/ Incentive


identification

Promotion/ Scheme/ Incentive wise cost


vs sales comparison

Distributor Management System (XpertDMS)


PC based: It is a Rich Internet Business(RIA) application for Order Entry and Invoicing and other DMS
related activities. It works in disconnected mode and syncs the local data with central when
internet connection is available. There is no hassle of installation Database Server and Application..
Android OS Tab based: Low cost solution to perform most of Distribution Operations.
Common Features:

Requisition for Product/Purchase Request

Product Receive Confirmation

Payment Confirmation

Damage Goods Notification

Inventory Tracking (In, Out, Reorder Level notification)

Order Invoicing

Order Cancel

Invoice Cancel

Return Product from Retailer

Simple Accounting

Various Reporting

Distributor Management System (XpertDMS)

Order Capturing

Customer/Retailer wise order

Order or Visit only

Delivery Date Time, Delivery


Shift(optional)

Collection Date(optional)

Discount or Promotion Scheme

Real time Distributor Stock

Geo Tagged order

Order Location vs Customer


Location

Geo fencing

Field force Movement

Field force movement with


activities shows

Geo validated Order

Geo Validated Customer Visit

Geo validated Doctor Call

Customer and Doctor location with


clustering

Location name on 20 minutes


interval

Field force Attendance

Day Start Time with geo location


Day End Time with geo location

Leave with reason

Rough Est. of Field force covered distance

POI Management

New Customer Entry with

Customers Signboard Image

Customers Geo Location

New Doctor Entry(Pharma)

Doctors Signboard Image

Doctors Geo Location

Doctors Specialty

Doctors Class

Doctors Target Brands

Total Visit Patient

Apps Locker
o

Prevent Third-Party Apps to


download or install.

Reduce data consumption.

Reduce cost consumption

***It has Android Version dependency

Push Messaging

Internal Messaging System

Broadcast any message with any


size and any language without any
SMS charges

Notify Field forces periodically


about their day target vs
achievement

Dashboards

Freedom to Analyze data

Pivot viewer to analysis Sales and


DCR Data

Look at your data in different


views

Drag and Drop reporting

Create your own reporting format

Many more

Proudly Presented by

XpertLab BD Ltd.

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