DCMS: Training Manual

1. July, 2010 DCMS: Training Manual ARB Portal for Role of ARB Cell Manager

2. DCMS Web Application ARB Portal for the Role of ARB Cell Manager Training Manual

3. Introduction DCMS is a system, demanded by HPCL to remain leader in the LPG industry of India. This manual helps the Users logged in to the ARB Portal with the Role of ARB Cell Manager to get acquainted to the functionalities of the ARB Portal. 3

4. Purpose This manual guides the ARB Cell Managers on how to use the ARB Portal. Intended Audience ARB Cell Mangers 4

5. Organization of the Manual

6. ARB Portal ARB Portalof DCMS Web is used to carry out all activities related to trade of ARB Products. To avail the service, one has to log in to the ARB Portalwith the Log In ID and Password provided to them. To log in, one has to enter the following URL into the address bar of the Internet Explorer, Mozilla Firefox or any other like Internet Browser: http://<ServerName>/ARBPortal/index.aspx 6

7. Login screen… Login Id Password Log In Login As: HPCL Officer

8. Click on the radio button against HPCL Officer option next to Login As. On entering the Login ID and the Password, the user is shown a Select User Role drop down Menu. This list is customized to offer only those roles to an individual user that he should be able to log in with. Select ARB Cell Manager from the list.

9. Login screen after clicking on Log In… Select User Role

10. The First Screen after a Successful Login…

11. Segment Management • Products under ARB are broadly grouped under Segments. Each Segment again has various Categories of Products. • Management of Segments is undertaken using two screens: • Add Segment • Search Segment

12. Add Segment • Provide a Segment Name and Segment Description. • Segment Status is automatically set to Active. • Click on the Save button. • An unique Segment Reference Number gets generated

13. Add Segment screen… Save

14. Add Segment screen after clicking Save… Segment Reference Number

15. Search Segment • This screen can search segments even when no criteria are mentioned. For better search results provide one or more of the following criteria: • Segment Code • Segment Name • Segment StatusProviding more than one of the above criteria will greatly refine the search results. • Click the Search button. The search results get displayed in a paged table called the SearchResults.

16. Search Segment screen… Search

17. Search Segment screen after clicking Search… Hyperlinked Segment No.

18. Search Segment (Contd.) • In the Search Results table the entries of the Segment No. column remain hyperlinked. • Clicking on the Hyperlinked Segment No. in each row , displays the details of the corresponding Segment in a Segment Details screen. • To edit the details of the Segment, click on the Edit button.

19. View Segment details… Edit

20. Search Segment (Contd.) • Clicking on the Edit button opens the details of the Segment in editable mode in the Edit Segment screen. • Make changes in the details as per requirements. • Click on the Save button. A message is displayed confirming successful completion of the action.

21. Edit Segment screen after clicking Save… Save

22. Category Management • Each segment will have one or more categories. Each category will have a group of similar ARB items. Before creating any new ARB item, a valid Category should be created. • Category Management is undertaken using two screens: • Add Category • Search Category

23. Add Category • Provide the Segment Name under which the Category is to be created. • Provide a Category Name and Category Description. • Segment Status is automatically set to Active. • Click on the Save button. • An unique Segment Reference Number gets generated.

24. Add Category screen… Save

25. Add Category screen after clicking Save… Segment Reference No.

26. Search Category • This screen can search Category even when no criteria are mentioned. For better search results provide one or more of the following criteria: • Category Code • CategoryName • CategoryStatusProviding more than one of the above criteria will greatly refine the search results. • Click the Search button. The search results get displayed in a paged table called the SearchResults.

27. Search Category screen… Search

28. Search Category screen after clicking Search… Hyperlinked Segment No.

29. Search Category (Contd.) • In the Search Results table the entries of the CategoryNo. column remain hyperlinked. • Clicking on the Hyperlinked CategoryNo. in each row , displays the details of the corresponding Category in a CategoryDetails screen. • To edit the details of the Category, click on the Edit button.

30. View Category details… Edit

31. Search Category (Contd.) • Clicking on the Edit button opens the details of the Category in editable mode in the Edit Categoryscreen. • Make changes in the details as per requirements. • Click on the Save button. A message is displayed confirming successful completion of the action.

32. Edit Category screen after clicking Save…

33. Vendor Management • Vendors are the third party Organizations that sell their own goods as ARB item under HPCL. Before creating any new ARB item, a valid Vendor should be created. • Vendor Management is undertaken using two screens: • Add Vendor • Search Vendor

34. Add Vendor • Provide the requisite information in the Vendor details, Address details, Payment details, Minimum OrderQuantity,HPCL Vendor Agreement details and Permission details sections. Fields marked with Red Asterisk are mandatory to be filled. • Click on Save. • An unique Vendor Reference Number is generated and displayed with the success message.

35. Add Vendor screen…

36. Remaining part of the Add Vendor screen… Save

37. Search Vendor • This screen can search Vendors even when no criteria are mentioned. For better search results provide one or more of the following criteria: • Vendor Code • VendorStatus • Vendor Name • Brand Name • Category • StateProviding more than one of the above criteria will greatly refine the search results. • Click the Search button. The search results get displayed in a paged table called the SearchResults.

38. Search Vendor screen… Search

39. Search Vendor screen after clicking Search… Hyperlinked Vendor Code

40. Search Vendor (Contd.) • In the Search Results table the entries of the VendorCode column remain hyperlinked. • Clicking on the Hyperlinked VendorCode in each row , displays the details of the corresponding Vendor in a VendorDetails screen. • To edit the details of the Vendor, click on the Edit button.

41. View Vendor details…

42. Search Vendor (Contd.) • Clicking on the Edit button opens the details of the Vendor in editable mode in the Edit Vendorscreen. • Make changes in the details as per requirements. • Click on the Save button. A message is displayed confirming successful completion of the action.

43. Edit Vendor screen after clicking Save…

44. Sub Vendor Management • One Sub Vendor can be under more then one Vendors. • One Sub Vendor can belong to one or more Regions • Sub Vendor Management is undertaken using three screens: • Add Sub Vendor • Search Sub Vendor • Map Vendor – Sub Vendor

45. Add Sub Vendor • Provide details in the Sub Vendor Contact and Other Information sections as required. Fields marked with Red Asterisk are mandatory to be filled. • Click on Save. • An unique Sub Vendor Reference Number is generated and displayed with the success message.

46. Add Sub Vendor screen… Save

47. Add Sub Vendor screen after clicking Save… Sub Vendor Reference No.

48. Search Sub Vendor • This screen can search Sub Vendors even when no criteria are mentioned. For better search results provide one or more of the following criteria: • Sub Vendor Code • Sub VendorStatus • Sub Vendor Name • Vendor • Category • StateProviding more than one of the above criteria will greatly refine the search results. • Click the Search button. The search results get displayed in a paged table called the SearchResults.

49. Search Sub Vendor screen… Search

50. Search Sub Vendor screen after clicking Search… Hyperlinked Sub Vendor Code