Client

Software Requirements Specification

CRM

REVISION SHEET

VERSION

DATE

DESCRIPTION

1.2

07.03.2014

Software Requirement Specification

1.1

05.02.2014

Software Requirement Specification

DOCUMENT AUTHOR

SRS APPROVAL

VERSION

DATE

DOCUMENT AUTHOR

PROJECT OWNER

1.1

Table of Contents
Introduction ............................................................................................................................................ 3
Purpose ................................................................................................................................................... 3
Scope ....................................................................................................................................................... 4
2

General Description: ............................................................................................................................... 4

Requirements.......................................................................................................................................... 6
1. CLIENT As Is Process Domestic Sales............................................................................................... 6
1.1 Private Label Sales......................................................................................................................... 6
2.1 Private Label Sales......................................................................................................................... 7
Sales Hierarchy and Responsibilities .................................................... Error! Bookmark not defined.
CLIENT As Is Process Export Sales ....................................................................................................... 8
2. Focus to be Process Export Sales ................................................................................................ 9
Modules: ........................................................................................................................................... 11
Accounts:........................................................................................................................................... 11
Products: ........................................................................................................................................... 13
Leads: ................................................................................................................................................ 14
Opportunity: ..................................................................................................................................... 16
Quotation: ......................................................................................................................................... 23
Reports: ............................................................................................................................................. 27
................................................................................................................. Error! Bookmark not defined.
................................................................................................................. Error! Bookmark not defined.

Introduction
The Software Requirements Specification document captures the complete software requirements
for CLIENT. This document includes a high level operational view of CLIENT CRM requirements
intended to be developed by Focus Softnet Pvt Ltd.

Purpose
Software Requirement Specification (SRS) will provide complete description of CLIENT CRM. This
document is intended to decompose all of the requirements of CLIENT System into functions and sub
functions details. Each of the requirements defined elsewhere in this document shall be part of the
proposed application and deemed as input to the design activities.
This document is intended for CLIENT to understand and make sure the coverage of the
requirements and Design team to carry on the design activities. This document shall be reviewed
and signed off by CLIENT to form as baseline for requirements.

Scope
CRM Sales Module

Accounts
Products
Leads
Opportunities
Stages
Quote
Reports
Email/Outlook Integration

General Description:
The CRM flow of CLIENT:

1. CLIENT enter a Lead and convert the same to opportunity upon Interest
2. First stage of Opportunity in Enquiry where they get a enquiry for products
3. Then a request for sample of the products for enquiry is sent to the concern department
4. Sample is sent to the prospect for approval (This process is repeated until the approval of
sample)
5. Costing sheet has to be prepared for arriving at the cost before preparation of Quotation.
This costing sheet has to be provided as screen in which certain data will be fetched from
Inventory module (viz. raw material rates etc.) and certain data will be entered so as to
arrive at the final cost.
6. Quote is raised against the approved products
7. Upon approval of Quote if the package Designing is required then its sent for designing, if
designing is not required then sales is closed
8. Once the design is approved by customer contract is made and sale is closed

Requirements
1. CLIENT As Is Process Domestic Sales
Domestic Sales broadly classified into Private and Own Brand. Own Brand sales are further divided
into sales through Super Stockiest/Distributor and online sales.
1.1 Private Label Sales
1. Enquiries are received from different buyers with their requirements with or without
specifications/samples.
2. As per leads requirements tea department matches the specification/Sample with existing
products.

3. If existing product is available based on specification/sample or may consider different

percentage of combinations of blends.
4. After identifying/preparation of sample blend send to customer for approval.
5. If the customer is rejected again new blend samples are prepared and send to customer.
6. If the customer accepts the sample, Based on ingredients percentage in the sample costing sheet
is prepared.
7. As per cost price quotation will be send to buyer.
8. Based on quotation, customer negotiations happen and each time the quotation is amended

2.1 Private Label Sales

1. Private Label Sales process starts with the generation of lead generation and collecting details of
address, contact person etc.,
2. Lead management will capture the Source of Lead, products required by the Lead, with the details
of, Brand, Packing, Country, and SKU.
3. These details are captured in Lead Master and Sales Enquiry data entry screen.
4. There might be 4 start points (a) New customer- New Products, (b) New Customer- Existing
products, (c) Existing customer- New products, (d) Existing customer- Existing Products.
5. The leads status tracking is required.
6. Separate Master required for Prospect customers (Leads) apart from Customer Master with the
details of Contact Person, Company, Telephone Number, E-Mail ID and provision required to scan
the visiting card and put at the Master.

7. Response to leads is done through mail or call.

8. After approval leads are converted to opportunity ask for the samples from the Buyer.
9. After preparation of sample it is send to customer for approval.
10. If the customer rejects the sample, again new samples are prepared and send to customer till
customer accepts the same.
11. The track of all samples against the customer and enquiry is maintained.
12. If the customer accepts the sample, Quote is prepared based on check list for required information
in Quotation entry screen.
13. Cost sheet is prepared by sales person based on data in sales enquiry with bifurcation of each input
(Tea Cost, Overheads etc.,)
14. Logic of what is the Over Heads pull into cost sheet will be provided later.

15. Provision required to enter in another column to enter different price as per sales executive
justification and enter his remarks.
16. Then it is sent for approval, the approver is also enter final price and values in another column with
his remarks and approves it.Once approved, a notification should reach to sales person for sending
quotation to buyer
17. Quotation is prepared based on cost sheet price.
18. Quotation will be send after approval against the enquiry with all the details mentioned in the
enquiry.
19. After sending quotation follow up for the approval with buyer by the sales team and follow up
details are maintained.
20. Simultaneously or after confirmation of quotation carton designs are send to customer for approval.
21. The track of all designs against the customer and enquiry is maintained till he accepts.
22. Based on quotation, customer negotiations happen and each time the quotation is amended and
amendment history is maintained.
23. If the quotation is not accepted for the price/packing, a new sample/design is to be reworked and
again send to buyer for approval.
24. If the customer accepts the new sample a new Quote version (Amend the previous one) is prepared
and sends to customer for approval.
25. E-Mail integration with Outlook is required and mails are to be attached to Contacts master when any
mail send/receive from Lead/Opportunities(CRM)
26. Credit period & credit limit is maintained in Account Master as mandatory.

CLIENT As Is Process Export Sales

1. Customer enquiries are received with specification/sample.
2. Then the specialty department matches the specification/Sample with existing products.
3. If existing product is available based on specification/sample or may consider different
percentage of combinations of blends.
4. Based on ingredients percentage in the sample costing sheet is prepared and given to costing
department and this costing sheet consider only tea cost.
5. After preparation of sample/samples send to customer for approval.
6. If the customer is rejected again new samples are prepared and send to customer.
7. If the customer accepts quotation will be send.
8. Based on quotation, customer negotiations happen and each time the quotation is amended
and amendment history is maintained.

9. After confirming quotation buyer /CLIENT may issue the sales agreement or purchase order.
10. Carton sample design is send to buyer, the process of sending designs repeated till buyer
accepts.

2. Focus to be Process Export Sales

1. The Export Sales Process is start from Lead management.

2. The capture of leads getting converted into confirmed orders is also required.
3. Lead management will capture following details Source of lead, Conversion rate, dead lead
etc.
4. There might be 4 start points (a) New customer- New Products, (b) New Customer- Existing
products, (c) Existing customer- New products, (d) Existing customer- Existing Products.
5. Customer group is to be selected at the time of enquiry as they operate from multiple
locations and enquiry received from their corporate office.
6. Samples required to send to customers based on enquiry.
7. Customer enquiries are received with specification/sample and enquiries are entered in the
system in Sales Enquiry data entry screen.

8. In case a sample is given the specification will be available from the sample and the same
will be used for costing.
9. In case the samples are not available, based on the discussions of the sales person, a sample
specs available in the masters will be used for quotation.
10. Spec sheet will be generated from the enquiry and it is input for Cost sheet and if spec sheet
needs to be amended, it is done in spec sheet itself.
11. The specs that have been used for calculating the costs will be included in the quotation to
be given to the buyer.
12. Spec sheets are used for internal purpose and sending to buyer.
13. All specs are not sent to buyer and separate spec sheet is prepared with standard data which
can be sent to all buyers.
14. There might also be instances where the requirements are such that there are no specs
available in the master. In that case a new reference specs needs to be created and the price
of the same can be gathered from suppliers and the same used for quotation.
15. There should be a provision for tagging the suppliers rate to the quotation given to buyer.
16. Then sales department will raise the samples request in Focus to specialty department/Tea
department with the details of specifications and sample.(only email alert can be provided)
17. Based on the request, the specialty department /Tea department matches the
specification/Sample with existing products.

18. If existing product is not available, based on specification/sample consider different

percentage of combinations of blends to prepare new sample.
19. Specialty department/Tea department based on their results with ingredient percent and their
last purchase price sample cost sheet is prepared in system by considering tea cost. The cost
sheet is send to costing department for input to prepare detailed cost sheet with all
overheads.
20. After preparation of sample/samples send customer by specialty department /Tea Department
or Sales team for customer approval with specifications of each sample.
21. The data is entered by specialty department/Tea department in Sample Issue cum Dispatch
screen and it is alerted to Sales if the dispatch is done by sales else it is information for the
dispatch to sales department.
22. If the customer rejects the sample, again new samples are prepared and send to customer till
customer accepts.
23. The track of all samples against the customer and enquiry is maintained.
24. If the customer accepts quotation will be send against the enquiry with all details mentioned in
enquiry.
25. In case the new sample involves different price of the tea, a new version of the quotation is
created and the submitted after approval by concerned department.
26. The quotation might be given out in multiple currencies. So such a provision has to be
provided for.
27. Quotation should be approved by concerned department (e.g. costing department).
28. Multiple CIF quotation might be given out against the same enquiry for different port of
discharge.
29. Provision required for entering multiple port of discharge at lead Master.
30. In Cost sheet port of loading, port of discharge and shipping line is entered and rates are to
be picked from Shipping line Master.
31. In case the costing needs to be reworked, a new quotation version is to be created with new
specs. This process will carry out until the quotation is frozen.
32. Based on quotation, customer negotiations happen and each time the quotation is amended
and amendment history is maintained.
33. After the quotation is frozen and confirmed order received, the various packaging items are to
be sent to the supplier for quotation.
34. Based on the request, the Design department prepares design.
35. After preparation of design enter by design department by raising design issue cum dispatch
screen in Focus.
36. It is alerted to Sales if the dispatch is done by sales else it is information for the dispatch to
sales department.
37. The sales order/contract fields will be filled up on the basis of the quotation. In case any field
needs to be edited which requires higher cost involvement, the change needs to be confirmed
by the higher approving authority.

10

Modules:
1.
2.
3.
4.
5.
6.

Accounts
Contacts
Products
Leads
Opportunities
Quotation

Accounts:
Will be synced with ERP Accounts through Integration

11

Field Description:
Group

Field Name

Field Type

Account

Account

Text box

Information

Name

Description

Values

Name of the

Validations
Mandatory

Account

Owner

Drop Down

Owner

Code

Text box

Option

Mandatory
to

define code to
the account
Phone

Text box

phone

Mandatory,

number

Allows

only

numeric input
Type

Drop down

Type

of

account
be

can

selected

from

the

options: Cash,
Bank,

Sales,

Purchases,
Customer and
Vendor
fax

Text box

fax of the
account

Parent

Dropdown

account

Parent
account
be

can

selected

from the list

of

already

created
accounts

Billing info

Website

Text box

website

Address

Text box

billing
address

City

Text box

city

12

Mandatory

Shipping

State

Text box

Country

Text box

country

Pin code

Text box

pin code

Address

Text box

Address

state

shipping
address

City

Text box

city

State

Text box

state

Country

Text box

country

Pin code

Text box

pin code

Description

Text box

Description

Products:
Will be synced with ERP Accounts through Integration

13

Leads:
1. Leads are created, There is no more Product selection in the Lead level. Information like
customer details will be available and email can send to customer from Lead.
2. Assign Lead to executives or any one whom the manager wish to follow up the lead.
3. Qualify Lead. Lead can be qualified by sending emails and can be converted into
Opportunity. If customer is not interested then you can drop the lead.
4. Convert Lead to Opportunity. ( In this Level account and Contact are created automatically
to focus )
5. Here at the Opportunity level, we are maintaining Multiple Stages like Enquiry, Sample,
Quote , Design, Contract etc. Note: stages can be added as per the requirements.
List View

Field Description:

14

Group

Field Name

Field Type

Descriptions

Lead

Company

Text box

Company name

Information

should

Values

Validations

Mandatory

be

entered
Owner

Drop down

One option from

the

look

Mandatory

up

screen can be
selected
First name

Text box

First name

Last name

Text box

Last name

Phone

Text box

phone number

Email

Text box

email id

Campaign

Drop down

List

Mandatory

of User

predefined
campaigns

selection
is

listed in drop
down
Rating

Drop down

Rating
lead

of

the

can

be

defined
on

the interest of
product

towards

the

product
Lead status

Drop down

Option
describe
status
Assigned,

to
lead
like
in

progress or new
15

should
predefined

depending

the

Campaign
be

Address

Lead code

Text box

code of the lead

Mandatory

Address

Text box

This field is used

Mandatory

to

enter

the

address
City

Text box

City

Allows

only

numeric values
State

Text box

State

Allows

only

numeric values
Country

Text box

Country

Allows

only

numeric values
Pin

Text box

Pin

Allows

only

numeric values

Additional

Website

Text box

Website

Referred By

Drop down

Option to select User

Information

the

referred selection

person
Lead Source

Drop down

Source, through User

which

Annual Revenue

Text box

selection

Annual revenue

Only
values
allowed

Industry

Drop down

Option to select User

the industry

Do Not Call

Check box

Description

Text box

Opportunity:

16

selection

numeric
are

1. While Converting from Lead to Opportunity, Account and contact are created under the
Account Module and Contact Module in CRM.
2. Once Opportunity is created, Product details are added to the opportunity and sales stages
can be handled.(Stages: Enquiry, Sample request, Quotation, Design, Document/Contract)
3. All the activities performed against opportunity are tagged against that opportunity which
are shown in detailed view, these activities include, emails, appointments, meetings,
attachments, notes etc.
4. In sample request stage each product sample is requested and an alert should be sent to
respective department, who will respond by sending the sample for approval from customer
and acknowledge the same. The sample request continues until the sample is approved by
customer
5. Once opportunity is finalized, then Sale Quotation is raised and revision is handled at the
Quote stage.
6. After the Quote is approved, design request is sent to customer if customer wants the
design for packaging then its sent for designing, if designing is not required then sales is
closed
7. Once the design is approved by customer contract is made and sale is closed
8. In CRM two stages can be maintained i.e. Design Request and Design Sent to track the status
of the design requested by the customer and whether it is sent or not
9. Designs if available in soft copy can be attached against that opportunity

17

Detailed View of Opportunity:

18

Sales Enquiry/Opportunity:

S No.

Position
Header

Mandatory
Yes

Input Style
Auto

Remarks
DSE NO

Date

Header

Yes

DSE Date

Prospect
Customer
Branch

Selection

Header

Yes

Auto/
User Input
User Input

Selection

Header

Yes

User Input

Date

Header

No

User Input

6.

Quotation
Required
before
Customer type

Selection

Header

Yes

User Input

7.

Product Type

Selection

Header

Yes

User Input

8.

Tea Type

Selection

Body

Yes

User Input

9.

Bench Mark
Brand of Tea
Bench Mark of
SKU
Bench Mark
Packaging
Bench Mark
Product
Country
Lead Status

Selection

Body

Yes

User Input

Selection

Body

Yes

User Input

Selection

Body

Yes

User Input

Selection

Body

Yes

User Input

Selection

Body

Yes

User Input

Numeric

Body

Yes

User Input

Selection

Body

Yes

User Input

Yes/No

Selection

Body

Yes

User Input

E-Mail/Cold
Call/Web/
Referrer/
Consultant/
Sales
Person/
Exhibition

17. Lead Source

Text

Body

Yes

User Input

18. Lead

Selection

Body

Yes

User Input

1.
2.
3.
4.
5.

10.
11.
12.

Field Name
Voucher No

Field Type
Text

Date

13.
14. Expected

Yearly Volume
15. Design
Required
16. Lead Source
Type

In-charge

19. Lead Stage

Lead Master

New/
Existing
New/
Existing
Black/
Specialalty

Open

Employee
Master

Selection

Body

Yes

User Input

Lead/
Opportunity/
Product
Formulation

19

etc

20. Lead Priority

Selection

Body

Yes

User Input

21. Lead Type

Selection

Body

Yes

User Input

Pvt. Label/
Branded/Co
Branded

22. Deposit

Selection

Body

Yes

User Input

Yes/No

Selection

Body

Yes

User Input

Yes/No

24. Credit Period

Numeric

Body

Yes

User Input

25. Credit Limit

Numeric

Body

Yes

User Input

26. Enforce Credit

Selection

Body

Yes

User Input

Yes/No

Selection

Body

Yes

User Input

VAT/

Required

23. Extended
Credit

Limit Strictly

27. Tax Structure

CST 4%/
CST 2%

28. Price

Selection

Body

Yes

User Input

FOB/CNF

29. Transportation

Selection

Body

Yes

User Input

Courier/Full

Type

Truck/Half
Truck
(different
capacity
trucks)

30. Buyer

Text

Body

Yes

User Input

Comments

Selection

Body

Yes

User Input

Yes/No

Text

Body

Yes

User Input

Numeric

Body

Yes

User Input

Selection

Body

Yes

User Input

Selection

Body

Yes

User Input

Numeric

Body

Yes

User Input

Requirements

31. Budget Extra

Costs

32. Extra Costs

Budgeting
Notes

33. Estimated
Demand

34. Sample SKU

Name

35. Tea
Bag/Pkt/Bulk
Type
36. Tea qty per
bag in gms

20

Temporary
SKU later
converted to
Regular
SKU
Master
required

37. Tea Qty per

Numeric

Body

Yes

User Input

Pkt
38. Tea bags per
carton

Numeric

Body

Yes

User Input

39. Carton

Selection

As per
validation

Body

Yes

User Input

(Master with
specs) As
per
validation

40. Cartons/Pkt

Numeric

Body

Yes

User Input

per CFC

41. CFC

As per
validation

Selection

Body

Yes

User Input

(Master with
specs) As
per
validation

42. CFC/Display

Text

Body

Yes

User Input

In Cm

Text

Body

Yes

User Input

Cases per

tray
Dimension

43. Loadability

container

44. Carton Divider

Selection

Body

Yes

User Input

Yes/No

45. Envelope

Selection

Body

Yes

User Input

Master

46. Tag

Selection

Body

Yes

User Input

Master

47. Inner

Selection

Body

Yes

User Input

(Master with

Aluminium Foil

specs) As
per
validation

48. Inner Plastic

Selection

Body

Yes

User Input

Pouch

(Master with
specs) As
per
validation

49. Inner Poly

Selection

Body

Yes

User Input

(Master with

Heat Seal

specs) As

Pouch

per
validation

50. Carton Sticker

Selection

Body

Yes

User Input

Multicolour/
Monochrom
atic/
Nos/Carton

51. No of Stickers

Numeric

Body

21

Yes

User Input

on Carton

52. CFC Sticker

Selection

Body

Yes

User Input

Multicolour/
Monochrom
atic/
Nos/CFC

53. No of Stickers

Numeric

Body

Yes

User Input

on CFC

54. Pallet Sticker

Multicolour/

Selection

Monochrom
atic/
Nos/Carton/

55. No of Stickers

Numeric

Body

Yes

User Input

56. Shrink Wrap

Selection

Body

Yes

User Input

Yes/No

57. Gum Pasting

Selection

Body

Yes

User Input

Yes/No

Selection

Body

Yes

User Input

Pallet

on Pallet

in Carton

58. Type of Pallet

Master

59. Loading Spec

Text

Body

Yes

User Input

60. Any specific

Text

Body

Yes

User Input

Selection

Body

Yes

User Input

Yes/No

Selection

Body

Yes

User Input

Yes/No

Text

Body

No

User Input

packing
requirement

61. Samples
Received

62. Specification
Sheet
Provided

63. Remarks

Costing sheet has to be prepared for arriving at the cost before preparation of Quotation.
This costing sheet has to be provided as screen in which certain data will be fetched from
Inventory module (viz. raw material rates etc.) and certain data will be entered so as to
arrive at the final cost.

22

Quotation:

Field Details:
S No.

Position
Header

Mandatory
Yes

Input Style
Auto

Remarks
SQ NO

Date

Header

Yes

SQ Date

Customer

Selection

Header

Yes

Auto/
User Input
User Input

Sales
Enquiry No
Sales
Enquiry Date
Cost Sheet
Ref.No
Cost Sheet
Date
Branch

Text

Header

Yes

Auto

Date

Header

Yes

Auto

Selection

Header

Yes

Auto

Date

Header

Yes

Auto

8.
9. Currency
10. Pricing

Selection

Header

Yes

Auto

Selection

Header

Yes

Auto

Selection

Header

Yes

Auto

11. Unit of

Text

Body

Yes

Auto

Text

Body

Yes

Auto

Text

Header

Yes

Auto

Text

Header

Yes

Auto

Body

Yes

Auto

1.
2.
3.
4.
5.
6.
7.

12.
13.
14.
15.

Field Name
Voucher No

Field Type
Text

Date

Measurement
of Quotation
Port of
destination
Payment
Terms
Container
size
Agent

Selection

23

CIF/FOB/
C&F

16. Commission
%
17. Phyto
Certificate
18. GSP/BNCCI

19. Container
20.

21.
22.
23.

24.

25.

26.
27.
28.

Fumigation
Rediation
Analysis
Certificate
Cargo
Inspection
Health
Certificate
Product
Analysis
Report
Manufacture
& Free-sales
Certificate
Quality &
Quantity
Certificate
Packers
declaration
FCL Packing
declaration
GMO

29. Documents
send to
Buyer
30. Special
requirements

31. Promotional

Numeric

Header

Yes

Auto

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

Auto

Yes/No

Selection

Header

Yes

User Input

Yes/No

Selection

Header

Yes

User Input

Yes/No

Selection

Header

Yes

User Input

Yes/No

Selection

Header

Yes

User Input

Yes/No

Selection

Header

Yes

User Input

Direct/
Through
Bank

Text

Header

No

User Input

Selection

Body

No

Auto

Numeric

Body

No

Auto

Numeric

Body

No

Auto

Text

Body

No

Auto

Text(Selection)

Body

No

Auto

Items

32. Qty of
promotional
item

33. Qty of selling

Unit for
promotional
item
34. Tea Sample
Ref. No
35. Packing
Design Ref.
No

24

Product
Master(sepa
rate Master
required)
There can
be multiple
promotional
items
Per
CFC/Carton

From Cost
Sheet

36. Product Type

Text

Body

Yes

Auto

37.

Product
Name
38. UOM
39. Qty

Text

Body

Yes

Auto

Selection

Body

Yes

User input

Numeric

Body

Yes

User input

40.
41.
42.
43.

Price

Numeric

Body

Yes

User input

Amount

Numeric

Body

Yes

Auto

Discount %

Numeric

Body

Yes

User input

Volume
Discount
Tea
Bag/Pkt/Bulk
Type
Tea qty per
bag in gms
Tea Qty per
Pkt
Tea bags per
carton
Carton

Text

Body

Yes

Auto

Selection

Body

Yes

Auto

Numeric

Body

Yes

Auto

Numeric

Body

Yes

Auto

Numeric

Body

Yes

Auto

Selection

Body

Yes

Auto

Numeric

Body

Yes

Auto

50. CFC

Selection

Body

Yes

Auto

51. CFC/Display

Text

Body

Yes

Auto

As per
validation
Carton
Master (with
Specs)
As per
Validation
As per
Validation
CFC Master
(with Specs)
As per
validation
In Cm

Text

Body

Yes

Auto

Cases per

44.

45.
46.
47.
48.

49. Cartons/Pkt
per CFC

Specialty/
Non
Specialty

From Sales
Enquiry
Master
required

tray
Dimension

52. Loadability

container

53. Carton

Selection

Body

Yes

Auto

Yes/No

Selection

Body

Yes

Auto

(Master with

Divider

54. Envelope

specs) As
per
validation

55. Tag

Selection

Body

Yes

Auto

(Master with
specs) As
per

25

validation

56. Inner

Selection

Body

Yes

Auto

(Master with

Aluminum

specs) As

Foil

per
validation

57. Inner Plastic

Selection

Body

Yes

Auto

Pouch

(Master with
specs) As
per
validation

58. Inner Poly

Selection

Body

Yes

Auto

Master with

Heat Seal

specs) As

Pouch

per
validation

59. Carton

Selection

Body

Yes

Auto

Sticker

Multi colour/
Monochrom
atic/
Nos/Carton

60. No of

Numeric

Body

Yes

Auto

Selection

Body

Yes

Auto

Stickers on
Carton

61. CFC Sticker

Multicolour/
Monochrom
atic/
Nos/CFC

62. No of

Numeric

Body

Yes

Auto

Stickers on
CFC

63. Pallet Sticker

Selection

Auto

Multicolour/
Monochrom
atic/
Nos/Carton/

64. No of

Numeric

Body

Yes

Auto

65. Shrink Wrap

Selection

Body

Yes

Auto

Yes/No

66. Gum Pasting

Selection

Body

Yes

Auto

Yes/No

Selection

Body

Yes

Auto

Pallet

Stickers on
Pallet

in Carton

67. Type of Pallet

Master

68. Loading Spec

Text

Body

26

Yes

Auto

69. Any specific

Text

Body

Yes

Auto

Text

Body

Yes

Auto

Numeric

Body

Yes

Auto

Text

Body

Yes

User Input

Text

Body

No

User Input

packing
requirement

70. Contract
Period

71. Estimated
Demand

72. Quotation
Validity
Period

73. Remarks

Reports:
Default reports available are:
Accounts & Contacts
1.
2.
3.
4.
5.
6.

Accounts by Industry
Account Owners
Active Accounts
New Accounts
Contact Mailing List
Account History Report

Opportunities
1. Open Opportunities
2. Closed Opportunities
3. Lost Opportunities
4. Pipeline by Probability
5. Pipeline by Stage
6. Opportunities by Type
7. Opportunities Closing by this Month
8. Sales By Lead Source
9. Sales Person's Performance Report
10. Stage Vs Opportunities Type Report
11. This Month Sales
12. Opportunities Product Report
13. Opportunities with Competitors Report
14. Opportunity History Report
15. Opportunity Field History Report
16. Estimated Sales Report
17. Quotes
Leads
1.
2.
3.
4.

Leads by Industry
Leads by Ownership
Leads By Source
Leads By Status
27

5.
6.
7.
8.
Activities
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Todays Leads
Leads By Source
Converted Leads
Converted Tele-Leads

Appointments
Plans
Deviated Appointments
Tasks and Appointments
User Activities
All Activities
Events with Invitees
Account Activities
Opportunity Activities
Lead Activities

Administrative Reports
1. All Active Users
2. Users Logged in This Weekh
3. All De active Users
Others
1.
2.
3.
4.
5.

Leads not Acknowledged

Opportunities not Acknowledged
Quote Approvals Pending
Sales Order Approvals Pending
Approvals Pending

28