FRONT END SALES SYSTEM Training Material I (Report)

Transcription

1 Page 1 of 20 FRONT END SALES SYSTEM Training Material I (Report) PREPARED FOR JCDECAUX PEARL & DEAN LIMITED BY PIONEER ICONCEPTS LIMITED VERSION 1.0 SEPTEMBER 10, 2003 REF. NO: USER_MANUAL0309 PIONEER ICONCEPTS LIMITED 29/F, DAH SING FINANCIAL CENTER, 108 GLOUCESTER ROAD, WANCHAI, HONG KONG TEL:(852) FAX:(852)

2 Page 2 of 20 TABLE OF CONTENTS FRONT END SALES SYSTEM REPORT Printing criteria of Potential List of Sales Forecast Potential List of Sales Forecast Printing criteria of Hit Rate or statistics on campaign status Hit Rate or statistics on campaign status Printing criteria of Number of Proposal Per Number of Proposal Per (summary) Number of Proposal Per (Details) Printing criteria of new sales inquiry listing Sales Inquiry Listing... 19

3 Page 3 of 20 Menu How to maintenance News Sales Enquiry Create New Maintenanc reporting Edit Header Resource Shell Document Notification Objective Search Detail Potential List for Sales forecast Hit Rate or statistic on Number of Proposal per Sales Inquiry Listing

4 Page 4 of Report Printing criteria of Potential List of Sales Forecast Printing criteria of Potential List of sales Forecast Module Hyperlink User Remark Sales / Administrator Allow user to enter the searching criteria for printing potential list of sales forecast Attribute Field Name Action Description Medium Combo Advertising Checkbox Default as setting On Exhibition Checkbox Default as setting On Start week no of Input No of week for starting period of advertising advertising Start year of advertising Combo Year of starting period of advertising List of calendar of Start Graphic Button for popping up a calendar week End week of advertising Input No of week for ending period of advertising End year of advertising Combo Year of ending period of advertising List of calendar of ending Graphic Button for popping up a calendar week Starting day of exhibition Input Starting day of exhibition Starting month of Combo Starting month of exhibition exhibition Starting year of exhibition Combo Starting year of exhibition List of calendar of Start Graphic Button for popping up a calendar week Ending day of exhibition Input Ending day of exhibition Ending month of Combo Ending month of exhibition exhibition Ending year of exhibition Combo Ending year of exhibition End week of advertising Input No of week for ending period of advertising End year of advertising Combo Year of ending period of advertising List of calendar for ending Graphic Button for popping up a calendar period of exhibition Team Combo Only available if the login user is team leader or management user

5 Page 5 of 20 Field Name Action Description Owner Combo Only available if the login user is team leader or management user Preview Button Confirmation to do the printing Specific Logic

6 Page 6 of Potential List of Sales Forecast Potential List of Sales Forecast Module Hyperlink User Remark Sales / Administrator Printing result of potential list of sales forecast Attribute Field Name Action Description Length Printing Criteria System will print the printing criteria on the upper side of the report. The printing criteria are included Start period of advertising Ending period of adverting Start period of Exhibition Ending period of exhibition Sales Team Medium Sub Header The information are broken by Advertising and exhibition Report Details Each row of the information represent one campaign According the printing criteria, system will show the information on the page. The information of advertising and exhibition will be displayed in individual area. ID Agency Advertiser Only status of campaign with 50%, 80%, 99% will be shown. And only one columns of the the three columns will be displayed. 50% This is the budget of the campaign if the status of campaign is 50% 80% This is the budget of the campaign if the status of campaign is 80% 99% This is the budget of the campaign if the status of campaign is 90% Starting Period The formation of advertising is YYYY-WW where ww is week no. The formation of exhibition item is YMD. Ending Period The formation of advertising is YYYY-WW where ww is week no. The formation of exhibition item is YMD. Remark Starting day of exhibition

7 Page 7 of 20 Specific Logic This report will be grouped by the period of advertising or exhibition. The report is sorted by the agency, advertiser

8 Page 8 of Printing criteria of Hit Rate or statistics on campaign status Printing criteria of hit Rate or statistic on campaign status Module User Remark Sales / Administrator Allow user to enter the searching criteria for printing hit rate or statistic on campaign status Attribute Field Name Action Description Medium Combo Range of Date Creation Date Calendar Button Allow user to use a pop-up calendar Team Combo Only available if the login user is team leader or management user Owner Combo Only available if the login user is team leader or management user Preview Button Confirmation to do the printing

9 Page 9 of Hit Rate or statistics on campaign status Potential List of Sales Forecast Module User Sales / Administrator Remark Hit Rate or statistic on campaign status Attribute Field Name Action Description Printing Criteria System will print all printing criteria on the upper side of the report. The printing criteria are included Medium Range of date of campaign creation Sales Team Report Details Each row is the total counter of number of campaign with a specific status Status The following is the status of the system Initial 50% chance 80% chance 99% chance Confirmed Failed No. of campaign Total no of campaigns, which are in such status and are created in a specific period. Status Percentage = No of of such status / Total no of campaign * 100% Total No. of campaign Total no of campaign are created in a specific period Specific Logic The printing sequence will follow the status sequence, which is shown as bellows.

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11 Page 11 of Printing criteria of Number of Proposal Per Printing criteria of hit Rate or statistic on campaign status Module User Remark Sales / Administrator Allow user to enter the searching criteria for printing number of proposal per campaign Attribute Field Name Action Description Medium Combo This is a field for the user to define no of option on the question For question without option, user can enter 0. The default value of the field is 0. ID Input User can specific a campaign for printing Starting day of creation Input Starting day of exhibition date Starting month of Combo Starting month of exhibition campaign creation date Starting year of campaign Combo Starting year of exhibition creation date List of calendar Graphic Button for popping up a calendar Ending day of campaign Input Ending day of exhibition creation date Ending month of Combo Ending month of exhibition campaign creation date Ending year of campaign Combo Ending year of exhibition creation date List of calendar Graphic Button for popping up a calendar Type of report Combo There are two type of report. Summary Details Team Combo Only available if the login user is team leader or management user Owner Combo Only available if the login user is team leader or management user Preview Button Confirmation to do the printing

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13 Page 13 of Number of Proposal Per (summary) Potential List of Sales Forecast Module User Sales / Administrator Remark Number of proposal per campaign (summary) Attribute Field Name Action Description Printing Criteria System will print all the printing criteria on the upper side of the report. The printing criteria are included Starting period of campaign creation date Ending period of campaign creation date Sales Team Medium ID Agency Advertiser Product Period for advertising Period for Exhibition No of proposal Counter of proposal uploaded into the system If there is 1 proposal with 10 version uploaded, system will count as 1 proposal only No of other resource Specific Logic This report will be grouped by the period of advertising or exhibition. The report is sorted by the agency, advertiser

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15 Page 15 of Number of Proposal Per (Details) Potential List of Sales Forecast Module Hyperlink User Remark Sales / Administrator Number of proposal per campaign (Details) Attribute Field Name Action Descripti on Length Comments Printing Criteria System will print all printing criteria on the upper side of the report. The printing criteria are included Start period of campaign creation Date Ending period of creation date Sales Team Medium Report Details Each row of the information represent one upload of a document ID Agency Advertiser Product Period for advertising Period for Exhibition Document Type Type of document Version Upload date Specific Logic The report is sorted by the agency, advertiser

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17 Page 17 of Printing criteria of new sales inquiry listing Printing criteria of hit Rate or statistic on campaign status Module User Remark Sales / Administrator Allow user to enter the searching criteria for listing new sales inquiry Attribute Field Name Action Description Starting Input date Input Starting input date of the news sales inquiry Calendar Button Click to pop up a calendar Ending Input date Input Input date of news sales inquiry Calendar Graphic Button for popping up a calendar Team Combo Only available if the login user is team leader or management user Owner Combo Only available if the login user is team leader or management user Preview Button Confirmation to do the printing

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19 Page 19 of Sales Inquiry Listing Sales Inquiry Listing Module User Remark Sales / Administrator Sales Inquiry Listing Attribute Field Name Action Description Printing Criteria System will print all the printing criteria on the upper side of the report. The printing criteria are included Range of Input date Owner Team ID Status Owner Assign Date Inquiry from filled by Add Date Click to see the Button Click to see the details details of sales inquiry Preview Button Click to print

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