Technical Case Study

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sums.co.in

Client: ISPG

Technologies Used: HTML, Asp. NET, SQL Server, Java Script
Tools: (tools not mentioned)

Solution

Admin

Main Functionality

Admin has full control of the entire site. He also manages the functionality of following the user side.


Admin Login.

A valid admin user can login to the admin section by using the following screen. If the user is not valid, appropriate error messages will be displayed.

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(Admin Home.)

The different admin controls are as follows:

1) Login Information
The admin user can add a new admin access IP address and view the login details of the users.

a) Add Access IP

In this section, the admin can add the IP address of user and username. Only valid users can access this site.

b) Login Details
Details of employees who are logged in are shown in this screen. The details displayed are login time, IP address, username employee name, position and department.

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2) Department

Here the admin can add and view the department of employees. There is also an option to edit the name of the department. The department can be activated or deactivated by the administrator.

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3) Position

Here, the admin can add new positions for the employees. In this section, he can also set the priority of certain positions. The user type CEO has a high priority.

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4) Region

In this section, the admin can set the region type with priority. Priorities are displayed in the ascending order.

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5) Places

In this section, the admin user can add/edit places.

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6) Place To Region Type.

This section is used to add region type and the zone of a particular place. The places are linked with region and zone. In this section, we can also see the places in the region that have already been added.


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7) Position to Location

In this section, the admin can link the added positions with locations. For this, the admin has to select position and location from a dropdown list.


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8) Employee Details
In this section, the admin has the option to perform the following:

  • Add employee
  • View employee details
  • Add position to employee
  • Employee access IP.

Supporting screens are as follows:

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9) Functionality

The admin can add/select a certain functionality for a particular user and can add links to this functionality. These three features are added separately.
a) Add Functionality
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b) Links to Functionality

In this section, the admin can select the position and location, both of which are combined and added in the selection list. When selecting the position, the appropriate functionality will be displayed in the list. The ‘add to selected’ functionality will also be displayed.

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c) Add Link to Functionality

This section can be used to add the link name/URL and select functionality and display order.


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10) Product Category

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11) Add Product

In this section, the admin can add a product. The added product will be visible in the table. From this table, the admin can delete/edit the product.

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12) Hourly Rate

This section is for adding the hourly rates both region-wise and place-wise. The region and place are combined and added in the selection list.


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13) Slab

This section consists of three types of slabs - Employee Slab, Sales Slab and the Product Slab.

a. Sales Slab
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b. Employee Slab
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c. Product Slab
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14) Report Type

In this section, the admin can add different report types. For example sales report, account report, etc.

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15) Permission to Report

The admin can set permissions for different report type with position, location and type of permission. The selected permissions can also be viewed in this section. By viewing this, the admin can edit particular permissions.

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16) Report Type to User type

Certain users can access limited reports. The administrator can set this option in this section. To perform this, the admin has to select the report type, position, location and the user he wants to grant permission to access the report. There is also a facility for mailing the report by ticking the check box.


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17) Call Type
This section is used to add different call types. The admin can edit/delete the call types by viewing them here.

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18) Call Type Status

A user can set the status of a call from the user section. For this, the admin has to set the different types of status in the admin section. It can be done through this section.

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19) Organization Type

In this section, the admin can add the organization type like MNC, Private Limited, General, etc.

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20) Industry Type

In this section, the admin can add the different industry type like import, export etc. The admin can also view the existing industry type.

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21) Approval Type & Approval Level

These can also be selected by the admin.

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Users

Main Functionality

The Sums system is mainly categorized into:

  • Executive –Sales /Sr. Executive –Sales
  • Tele-caller
  • Branch Managers
  • Head Sales & Marketing
  • CEO & admin Users
  • Accounts
  • Project Coordinator
1) Executive -Sales /Sr. Executive -Sales can perform the following functionalities:

  • Daily Calls
  • Add Custom Products
  • Message Board.
  • View Lead Calls
  • Add Clients
  • Slab wise Commission
  • Credited Payment SE
  • Pending Payment SE
  • View Monthly commission Product wise
  • Disagreed Payment
  • Enter Sales
  • Advance Payment
  • Quote Request
  • Schedule Payments
a) Daily Calls

In this section, the Sales Executive can enter daily calls.

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b) Add Custom Products.

In this section, the sales executives can enter custom products to the system by specifying hourly split-up files and description files.
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c) Message Board
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e) Add Clients

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k) Enter sales

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l) Advanced Payment

lm) Add Quote Request

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2) Tele-caller

Tele caller has the following functionalities:

  • Message Board
  • Lead Calls
  • View Daily Calls

a) Message Board.

Tele caller can add a message board.
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b) Lead Calls

The tele caller can add lead calls in this section

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c) View Daily Calls

The tele caller can view the daily calling report in this section.

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3) Branch Managers

Branch managers have the following functionalities

  • View Sales
  • Message Board
  • View Payment Report
  • View Pending Payment
  • Slab-wise Commission
  • View commission
  • View monthly commission product-wise
  • View approved details
  • View messages
  • View total daily calls
  • View client list

a) View Sales

The branch manager can view sales reports in this section.

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b) Message Board

The branch manager also can add a new message board.
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c) View Payment Report

The branch manager can see the payment report of the following style.

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  • View Pending Payment.
    This is also seen in the same style as the previous one.
  • Slab-wise Commission.
    Here, the branch manager can view the slab-wise commission.
  • View Commission
    The branch manager can view the general commission in this section.
  • View monthly commission product-wise.
    The branch manager can view the product-wise monthly commissions in this section.
  • j) View total daily calls
    In this section, the branch manager can view the total daily calls as seen in the screen below.

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k) View Client List

The branch manager can view the clients’ list in this section.

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4) Head Sales & Marketing:

The head of sales and marketing has the following functionalities:

  • View Sales and Revenue Report
  • View Discount
  • Message Board
  • View Payment report
  • View Approval Details
  • View Messages
  • View Approved Details
  • View Total Daily calls
  • ) View Client List

a) View Sales and Revenue Report

On this screen, the sales head can view and analyze sales and revenue reports. There is an option for searching reports based on the dates.


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b) View Discount.

In this section, the sales head can view area-wise and region-wise discounts.


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d) View Payment report

The head of sales can view the payment reports in this section.


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e) View Approve details

(Screen image missing)


h) View Total daily calls
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i) View Client List

This section is helpful to head of sales department because he can access the list of all clients from this section.


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5) CEO & admin Users

The CEO and admin users have following functionalities:

  • View Sales
  • View sales Report
  • View Sales vs. Revenue report
  • View Total revenue
  • View Pending payments
  • View discount
  • View payment details
  • View payment report
  • View commission
  • Commission product-wise
  • View monthly commission product-wise
  • Slab-wise commission
  • Commission slab-wise all
  • View approved details
  • View declined details
  • View approval details
  • View Daily calls
  • View Accounts
  • View Client List.

6) Accounts

The functionalities of the accounts section are

  • View Sales
  • View Payment Report
  • View Pending Payments
  • Add Clients
  • View Commission
  • View Approval Details
  • Quote Request
  • Set Payment Status
  • View Credited Account

a) View Sales

The accounts section users can view the sales details in this section. There is also an option to search for sales details based on the date.

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b) Payment report

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c) Pending Payment

In the same way, the accounts section user can view the pending payment.


d) Add Clients
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i) View Credited accounts

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7) Project Coordinator

  • Create Development Unit
  • Assign Development Unit with report Type.
  • Message Board
  • Development Unit Split Unit
  • Assign Development Unit to product.
  • Enter Custom Products to product List.
  • Set Payment status.

a) Create Development Unit
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b) Assign Development Unit with report type.
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c) Message board

This functions in the same way as the other users enter message board.
d) Development Unit Split Unit
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e) Assign Development unit to product.

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f) Enter Custom product-to-product list.

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g) Set Payment status

In the following screen, the project co-coordinator can set the payment details

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