COLLECTIONS IN CCI VOYAGER

COLLECTIONS

Collection means the payments that have been taken by the delivery man at the time of delivery of an order.

 > Collection of non- credit customers who pay cash at the time of delivery.

 > Collection of credit customer

For the nation credit customers, you can auto-create collections tab. On the left side of the screen, there is the list of the outlets, there are already delivered and invoiced.

AUTO CREATE COLLECTION:

When the automatic collection is credited, in this field you can see information such as the payment which is paid instant at the time of delivery.If you need to change one of the payments received ( Payment type change. ) select that payment and click on the "Update" button that located in the upper left.

Here you can change if the customer did not pay complete payment to the delivery man. If the customer paid the amount through cheque then you can select payment type cheque. And same as credit card bond or band transfer.

In the case of cheque payment, you add specific banks by following below mention path.

HOW TO CONFIRM SHIPMENT IN CCI VOYAGER

INVOICE PRINTING

After the invoice and design selected, it is sent to the printer and pressed "Print" button, by this way invoice can be printed.

PATH: STORE >>> SHIPMENT >>> PRINT ALL

Click on the graphics and click on preview. Select PK laser E-point and click on print
To close shipments that are delivered to the outlet and dispatch process has been carried and taking account processing is made follow following menu path

STORE > SHIPMENTS
in this screen the shipments have not been closed and have not taken the account are listed on their dates. The shipment will be chosen to take account and to close it, and "confirm shipments" button that located in the upper left corner is pressed to start to the process shipments.

On the screen that opened, respectively there are tabs of "Slips, collection, and articles need to return and summary ". On slip tab, there is information about payments made by which type, and there is the list of orders that are invoiced and delivered.

To cancel the order click on the green button and select cancel reason.
 

HOW TO CREATE MANUAL DISPATCH? CCI VOYAGER

CREATING SHIPMENTS

For shipment creation following menu path can be used

STORE > DISPATCHMENT 

On the upper left, there is planned new shipments sections. By selecting date of shinmentes, the reseller and the vehicle with "Add" button a new shipment plan is added here.
There are 3 options, under "Shipping will be sent" title at the top left of list; Planned", "Saved", "Idle". If "Planned" is slected, (when the window first opened "Planned" is selected) the receipt will be assigned to planned shipments.

Click on ship All butoon and all the selected order will be transferred to the Plnned new shipments load. When we click on save button the shipment will saved.

After that this screen is resented to prepare new shipment plan. To created shipment you should to enter "new shipment" from "store" menu. If the selected shipments will be double clicked, the order can be seen from opened screen

INVOICING ( CCI VOYAGER )

INVOICING

Orders that will be shipped should be invoiced in the first. This process is done by pressing " Create invoice/ waybill". If preferred, this process can be done from "Create invoice/waybill" section at the top right of the screen.

Select reseller from and filter and Main warehouse from the store. Make sure that invoice date is and delivery date is same. Click on order to be invoiced and then Analyze.

If you have a stock problem, follow the following screen: You can auto correct to zero the problem articles or you change old product with the new product.

The receipt that will be created and warehouse and date will be chosen, from above.

On the analysis tab, On the left, the articles listed that have an inventory problem.

At the same time, with Delete item" and "Add items" sections stock adjustment can be made. The articles changes wanted to be made on the basis of the outlet, "The receipts, just has stock problem" field is marked at the bottom left corner, after that outlet code or outlet name will be written. By this way, the articles in order of customer can be changed with others.

When we press save tab, we will see at the left side the list of order, and at the right side, we can see the detail of selected order. The red colored will not be as originally. IN the part of "Could not be given/changing" at the bottom right, we can see the promotions that could not be given or given a level.

You can exit from this screen with "Save" button at the bottom of right.

GPS SETTINGS CCI VOYAGER

GPS SETTINGS

In CCI VOYAGE system, the setting which sales representatives need be able to follow from the office is also made in this space. When you click on GPS button that is seen on the right screen above, you see a screen image as below:

On this screen, "Windows will lead", "Offline map" cartridges on the right-upper corner are marked. After the application is installed, settings described above are adjusted to automatically come in selected form.

If the device is installed for the first time, "G" letter will come up in the earth shape that is on the right -upper of the screen after waiting for 15-20 minute for detecting the first place. This means there is data connection between device and satellite and place info is being sent to CCI VOYAGE office map screen.

GPS Configuration Process in PDA

Step 1: Go to start and select setting

Step 2: Select external GPS from System tab                                                                                

Step 3: Select COM 6 and 57600 from Hardware tab

Step 4: Check in Manage GPS automatically option

Step 5: Login voyage and go to setting

Step 6: Select GPS

Step 7: Check in “Let windows manage” option

When GPS will connect then ‘G’ will appear in the magenda box as highlighted in the below screen shot:

INFORMATION UPDATE AND CLOSURE THE SYSTEM CCI VOYAGER

INFORMATION UPDATE AND CLOSURE THE SYSTEM

Two-button that can be found in the right-lower corner of the screen. Dual arrow marks enable to update. It is made for hand computer detect any change ( discount defining, appointing outlet to the rut etc.)by the office.

System recognition button is the red button next to the refreshing button. It is used only to log out of the system without making day closing.

END OF THE DAY ( CHECKING ) TRANSACTIONS IN CCI VOYAGER

END OF THE DAY ( CHECKING ) TRANSACTIONS

The closing transaction is the transaction sales representative realizes after completing his daily routine. After clicking on checking button, he clicks on approval button after giving the last km info of his vehicle and checking its accuracy as it is seen on upper-right screen and he completes his daily action. Closing demand is approved by the DVO CCI VOYAGE office and until the next start, the sales representative cannot have access to the system, he has access only to the report screen.

HOW TO DO EQUIPMENT VERIFICATION? ( CCI VOYAGE )

EQUIPMENT VERIFICATION

Equipment verification is made via a barcode scanner.When equipment barcode is read, verification is completed if read equipment and equipment in the list match each other. And letter D seems in the column "D" belonging to the equipment.

If new equipment is found, the system gives "Bar code

could not be found" warning.And it will transfer the equipment to the outlet, On the next visit, this equipment is seen on the outlet.

EQUIPMENT LOST:

As a result of the situation that was, it is marked as lost to the equipment main data via a transaction that is made it is shown with when this space is marked.

EQUIPMENT LAST READING:

It shows the date when the last verification of the equipment is made.

VIEWING LAST VISITS

This is the screen where date and numbers of orders are entered to the selected outlet in the sales representative rut. It includes on which dates how many invoices the sales representative bill since the day on which the outlets appointed to the sales representative's rut, applied discount prices etc.

When you enter from the last visits menu, order and invoice numbers, date and price can be seen in title tab, detail of these orders and invoices can be monitored the HHT.

REPORTS

Detail reports can be prepared by the sales representative about orders etc. that he/she has made during that day.

As it is seen on the right screen, reports of all the action that sales representative has released during that day (sales, orders, visits, collection etc.) Can be taken and printed in the critters (outlet-based product based that promotion is applied) sales representative desires in a detailed way.

When you click on the print button under the screen after selecting "Product-based Order" report, you will see how many packages the products on that day are in the product detail.

HOW TO TAKE ORDER? IN CCI VOYAGER

HOW TO TAKE ORDER?

The way that must be followed to enter the selected outlets as below:

New order entry can be made by using "+" button the right -lower after clicking on order button.

Main info of the order that will be entered to the outlet selected in the "Title" tab on the following screens is available.On this screen, info like order no order date, payment type and consignment date is seen. This info can be changed from the screen below.

If one -to one transform will be made in order, one -to one Transform' mark must be selected. "Stock pr". Mark should be selected if you want to monitor the products in the stock.

NEXT STEP Can be made by clicking on the forward button that is on right- upper corner after marking the necessary spaces.

In item tab, amount entries of the products to be given to the rules are made.

"P.F." button is clicked to open the product filter and brands, packet amount filters are opened from where the numbers that can be used like keyboard, Products are shown with their numbers in Product (CODE), product codes turn to their names and product can be listed with their names when this column is once clicked.

A screen as in the below comes up when the order is completed. If there is one to one transformation, empties will be first sold and later dropped from the order (System automatically brings these lines when one to one transformation button is selected).

If there is the reguler discount in the end products, discount belong to the line is seen in "R.D." column. And the detail about these discounts can be seen in "Dis."Tab.

If the entered order has won promotion, give of promotion are given to the user in thy way that it can be automatically selected by the system when the forward arrow is clicked on.

Bottom total of the invoice comes up when next button is clicked after selecting promoted products. The order is saved when approval button is clicked. If the entered order is desired to be updated, Ir can be changed with update (double arrow) button after it is saved. If it is desired to be deleted, it is deleted with "delete" button after selecting the relevant order.

System asks whether promotions will be retaken or not when order updating button is clicked. You must give "yes" answer to be able to update the order. Promoted products that the previous order you took won and their numbers will be remembered by the system, entries promoted products- If there are - belonging to the new products will be made again.