Planner

The Planner consists of five main tabs:

1. Day Planner

2. Month Planner

3. Demo Target

4. Sales Planner

5. SKU

Day Planner

The Day Planner helps users create route plans for their Field Officers (FOs) by assigning daily tasks. To create a plan, follow these steps:

1. Select the FO

2. Select Date

3. Select Activity

Depending on the activity type, additional fields may be required:

Channel Activity: Only the FO, Date, and Activity fields need to be filled out.

Campaign Activity: After selecting the activity, choose the village, crop, and product, then click "Create" to successfully assign the plan.

CRM Activity: After selecting the activity, choose the state, district, taluk, village, and farmer number, then click "Create" to successfully assign the plan.

To access the plans created by FOs, use the activity-wise tabs. Managers can review these plans, edit and approve them if necessary, or delete them through the edit option.

Month Planner

The Month Planner allows users to set monthly targets for Field Officers. To set targets, follow these steps:

1. Click on "Set Target"

2. Select the team member and the duration (month)

3. Provide activity targets for the listed activities

For bulk target uploads:

1. Download the template

2. Fill in the required information

3. Upload the file and submit

The targets will be displayed in a table on the same page. If needed, you can edit and update these targets.

To export the targets, use the "Export" option.

Demo Target

The Demo Target section allows users to set targets for demo products. To set a target, follow these steps:

1. Click on "Set Target"

2. Select the team member

3. Select the product

4. Enter unit details

5. Enter the volume

6. Click on "Save"

7. The updated targets will be displayed in the table. You can edit these targets using the "Edit" option.

For bulk uploads:

1. Download the template

2. Provide the required information

3. Upload the file and submit

To export the information, use the "Export" option.

Sales Planner

This page helps to set the target retailer wise FO wise and product wise. To set the target, follow the below steps:

1. Click on add new

2. Select team member

3. select month

4. select retailer number

5. select product

6. select SKU

7. Enter Target

8. Click on add

The updated targets will be displayed in the table. You can edit these targets using the "Edit" option.

For bulk uploads:

1. Download the template

2. Provide the required information

3. Upload the file and submit

To export the information, use the "Export" option.

SKU

This allows to create the SKUs for the products. To update the SKU, follow the below steps:

1. Select Category

2. Select Product

3. Enter SKU

4. Enetr Unit

5. Enter MRP

6. Click on Add

The updated SKU's will be displayed in the table. You can edit these SKU's using the "Edit" option.

For bulk uploads:

1. Download the template

2. Provide the required information

3. Upload the file and submit

To export the information, use the "Export" option.