Ctrl+Enter converts. After reading a photo, compare every line with the photo: handwriting can be misread.
Check each line
Message for Berger CRM
New order
Products
Share the order in the distributor's WhatsApp group for approval. Quantities are always sent in NOS.
Dealers
Add a dealer
For a dealer that isn't in the Oracle report yet. Write the name as Oracle does, with the distributor first: VISHAHA ENTERPRISES A/C SAKTHI TRADERS.
Sales officers and territories
From sales officer_territory master.xlsx. A sales login gets its territories from here automatically,
matched by email: create the login in /_/ with role sales and the officer's email.
Upload the dealer master
Oracle's BPIL Customer Master Summary Report (Excel). You'll see what changes before anything is published. Sites missing from the new file are deactivated, not deleted; dealers added in the app are kept.
Orders
Dealer names
When anyone picks a product by hand, what the dealer wrote is saved here. It helps that operator straight away, and helps everyone once a supervisor approves it.
Find and edit SKUs
Search by product name or item code. Change Pieces per carton and press Enter, or click outside the box, to save it straight away. Carton orders ("1*1C") are worked out with it. Changes made here are kept when a new depot file is uploaded.
Add an SKU
For a product the depot file doesn't have yet. When a later depot file includes the same code, the file takes over the details (your pieces per carton are kept).
Recent changes
Upload the depot SKU master
Use the depot's "SKU packaging" export (columns SKU Code, SKU Name, UOM, Volume, Pack Type, Units Per Box). The older SKU_MASTER.xlsx layout (ITEM Code, ITEM Description, Business Line, UOM, Total) still works. You'll see what changes before anything is published. SKUs missing from the new file are deactivated, not deleted. Changes made in this app are kept: SKUs you added stay, SKUs you removed stay removed, and your pieces per carton win unless you tick "use the file's" in the preview.
Pieces per carton for SKUs with no value
Only used when an SKU has no pieces per carton at all (in the depot file or set above). One line per pack size,
e.g. 1 L = 6. Pack sizes are trade sizes: 1 L also covers 900, 950 and 985 ML tinting packs; 4 L covers 3.6 L.
To change one product, use Find and edit SKUs above.