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Production Ticket(ST) #9541

SFA Implementation for Prima Asia

Added by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago. Updated about 1 year ago.

Status:
Ticket Resolved
Priority:
P3 - Medium
Start date:
11/07/2023
Due date:
13/07/2023
% Done:

100%

Estimated time:
Job Remark:
Ticket Logged Date:
11/07/2023
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SLA Initial Response:
SLA Delivery:
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Task delivered

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None


Description

Hi Afiq, I've received PO and Master Data from a pharmaceutical company called Prima Asia. They would like to implement Datanory SFA for their Sales Operation. Kindly refer to the requirement and attachment and please assist to create a Trial Environment for them.

1. Pre-sales operation
2. Current process stock count is manual
3. Interested in sales operation tracking, need receipt for collection, and sales target for commission purpose
4. Currently using SQL Accounting desktop-based.
5. Currently using Easy Sales mobile app but according to the PIC it's not friendly use. Easy Sales unable to do check in/check out and cannot monitor their staff. Easy Sales also cannot do Stock Count
6. They also have 6 Promoter, but they would like to start with 3 Pre-Sales Salesman first.
7. Currently they only have 1 Warehouse and 1 Branch located in Sungai Buloh (2371, Jalan 1A/3, Bandar Baru Sg Buloh, 47000, Sg Buloh, Selangor)
8. Keep in mind that in their operation, 1 customer is not tied to 1 salesman only. Any salesman can entertain same customer. For the setup, please assign the customer according to the customer master list, but the rest will be assigned on behalf.
Please let me know if you have further question.

Thanks.

Best Regards,

Datanory_User_List_Template (Salesman).xlsx (10.5 KB) Datanory_User_List_Template (Salesman).xlsx Muhammed Assyafiq Bin Ahmad Kamal, 11/07/2023 12:30 PM
SKU Import Template (3) (1).xlsx (1.06 MB) SKU Import Template (3) (1).xlsx Muhammed Assyafiq Bin Ahmad Kamal, 11/07/2023 12:30 PM
SKU Import Template (8).xlsx (36 KB) SKU Import Template (8).xlsx Muhammed Assyafiq Bin Ahmad Kamal, 11/07/2023 12:30 PM
CUSTOMER DETAILS.xls (202 KB) CUSTOMER DETAILS.xls Muhammed Assyafiq Bin Ahmad Kamal, 11/07/2023 12:30 PM

History

#1 Updated by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago

  • Status changed from Assigned To to Support In Progress

#2 Updated by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago

  • Status changed from Support In Progress to Ticket Resolved
  • % Done changed from 0 to 100
  • Resolution updated (diff)

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