Main Menu > Settings > SMS and Email Settings > Process Scheduler (T > M > P)
Need to upload Sale and Stock Report on SFTP site
Scenario:
Need to generate sale bill cum product wise detail and Stock report file in xml format for all locations in a single file of LG brand. Upload on the SFTP site provided by LG on a daily basis on schedule time.
Solution:
In Process Scheduler (T-M-P) - add two fields in detail
●Brand(s): Choose a list of the Brand name.
●Settings JSON: Need to add the file of Upload Path while adding the process schedule.
(In case of SFTP or FTPS site save the credentials here in JSON format )
Sample:
{"TPCode": "vwhVfj", "URL": "https://info.payu.in/merchant/postservice.php?form=2"} [^]
In Process List - add two options
●LG Sellout Report
●LG Stock Report
Note:
1.For HO location, these two reports will be generated for all location combined i.e. a single XML file for all locations
Find the mapping of the field in the below link:
https://docs.google.com/spreadsheets/d/1bT1jVOGxVoN-YMt3DZKdzisrrDVUJczmPCokkoSw5No/edit#gid=0 [^]
2.For GTM-Code, need to use Location Mater UDF1.
Require a process to auto adjust the Stock Transfer Indent after a certain period.
Scenario:
After a certain time, if there is any pending stock indent, it should be adjusted by an auto process.
Solution:
In Process Scheduler (TMP) -Added one more process.
"Auto Adjust Stock Transfer Indent"
Based on the data period, the system will auto adjust all the pending indents to date.
Recall Customer: Automated process to assign Gift Voucher, Discount Coupon.
Scenario:
Require an automated process to assign gift vouchers or discount coupons based on the last visit.
Solution:
•In process scheduling(T>M>P), two processes have been added.
➢ Assign Gift Voucher
➢ Assign Discount Coupon
•In "Process Scheduler" the following fields are added...
➢ Days: Number of days on which the last visit will be checked.
➢ Voucher Name: List of GV and Discount coupon
Based on this setting system will assign GV or DC to the customers.
Note:
●The system will not show a message if there is not enough stock of GV or DC.
●Users should have to ensure sufficient stock of GV or DC.
●SMS will be sent to the customer with detail if set in SMS alert.
Require auto process scheduler to update customer card type.
Scenario:
At present, we can update card type manually from customer master by using button "Update Card Type" based on slab defined in customer option. It is required to update this card automatically based on the last no days' sales.
Solution:
In the Customer master(M>O>C) option - three options are added under CRM option section.
●Update Card Type on = Points/Sale Amount
●Point/Sale Range for update Card Type
●Consider Sale for last days = 365 (Any Number) days.
In Process Scheduler (T>M>P) added one process.
•"Update Customer Card Type"
This process will automatically upgrade or downgrade the card type based on the customer option.
Require an auto process to expire points not consumed after a certain period.
Scenario:
Currently, there is no option to expire points. Require a Lapse Policy to expire or cancel the points after some time.
Example:
Customer visits on 14th Feb 2019, his points will expire on 13th Feb 2020 (if validity days is 365).
Solution:
•The Customer Master (M-O-C) option - added one option.
•Expire points earned before = 365 (any number) days.
•In Process Scheduler (T>M>P) - added a process "Expire CRM Points."
•This process will run as per the frequency and expire the points.
Say if we run the process on 12-12-19 then points earned before 12-12-18 (if we count 365 days) will expire if not redeemed.
Requirement - Need a Brand wise Stock & Sale report Location Wise at Email Scheduler
In Email Scheduler ( T>M>E ), SMS Scheduler ( T>M>S ) and
Process Scheduler ( T >M>P ) a field is added under Location in header area:
Station Name = List of the station master
In Email scheduler ( T>M>E ), two reports are added to list :
1.Sales Summary
2.Stock Summary
Note:
●Email scheduler will be generated at the selected station, and if the station is blank, it will generate on the server by default.
Reports will be generated as per the locations selected in the column.
Automation required to sync the difference data to HO from compare sale
Scenario:
It is required to have a automated process to send the sale transactions which is not yet synced with HO.
Solution:
In the Process Scheduler (TMP) > added one more option in Process List "Compare Sale with HO and Export"
This will run Compare Sale as per the time scheduled in the Process Scheduler in branch location and send the difference sale data in outbox for HO location.
For Example: In Process Scheduler set
Data Period = “Yesterday",
Frequency = “Daily"
Time = 1 pm"
Now everyday at 1 PM, it will run compare sale at branch outlet automatically and create the outbox for the difference found.
Added a process of voiding pending orders (unfinished sale transactions not billed)
Scenario
You might want to delete or void the transactions pending for billing in quick mode or table mode. For example The Quick Mode Order (F10) is used to take order at counter and then customer pay at the cash counter to finish the transactions. But is some customer does not turn up to cash counter to make payment, these orders keeps showing up as pending and reflect in the sale reports.
Solution
●Process 1: Added a button in Day Close Report (STD)
○Del Unfinished (CTRL + DEL). It will delete all the selected orders.
●Process 2: In process scheduler (TMP)
○Added an item in Process list "Delete Unfinished Sale Data". This process will delete all unfinished sale bill on schedule time.
