Admin Functionality.

 Customer Master
 Machine Master (View/Add)
 Name of Customer
 City
 Country (Not to be shown to customer)
 Machine
 Machine Model
 Year of installation
 M/c Sr. No.
 Container (Not to be shown to customer)
 Product Segment (Not to be shown to customer)
 Key A/c=Corporate (Not to be shown to customer)
 Machine Capacity (Optional)
 There will be facility to download excel template for uploading offer
parts.
 Before downloading excel, user must select one or more machines
from install base
 Above selected install base lines will be copied to new excel with 5-
part lines for each machine and this user specific excel will get
downloaded.
 Approve New/Update Machine details by field team
 Part Master, Pack size, MOQ, etc settings
o Corporate Price List: This will be coming from PROJECT to portal
 Corporate Code
 Discount for AS, MK, BY and RS type of items' specific
 Apply discount on standard price list and it will be corporate specific
price list
 Price List Currency
 Price List Exchange rate for Domestic to various Foreign Currencies
 Individual Item level discount
o Non-Corporate Specific Price List: This will be coming from PROJECT to
portal
 Same as Corporate Price List
o Price List Amendments and history tracking.
 Here whatever price level changes will update it will be save in the
PROJECT database with all history details like (Item code, Price
details, date and time when save, username)
o Price Lists Authorization
 MOQ, Pack Size, Delivery Lead Time and Scale Discount Slabs should
go for Authorization.
 Terms and Conditions management
 Spare Parts Manual/E-catalogue
o In Add mode, by default 1 year's validity will be set, but changeable in admin
setting.
 o For Each E-Catalogue type facility to define "Valid Up to Date". Post this
date, even if "Allow E-Catalogue View" flag is ON, portal will not allow
viewing Catalogue.
o Attachment of E-Catalogue against Install base will be done by admin.
o Around 1000 Catalogue and average 300 pages. Average 150 catalogues per
year.
 Spare Parts Quotation
o Admin can upload the Part list as excel through Part upload template.
o Quotation is mandatory to place an order.
o PROJECT can also create Quotation and Order on behalf of user.
o Offer expired period will be decided by PROJECT. [Kind of auto follow-up for
the offer to PO]
o There should be some reminder for Orders, where PO attachment is pending
 Spare Parts Order
o Admin can change the Order price on portal before it is marked as "Confirm
for PROJECT Transfer" on portal.
 Order status for portal
o Following status against downloaded portal order in PROJECT will be
captured and synchronized with Portal for customer to view.
 Item Procurement in Process with expected availability at PROJECT
(Item Level)
 Default Status. Order Acknowledged Date + Delivery Lead Time
 Item Available at PROJECT for Delivery (Item Level)
 Item packed (Item Level)
 Item Dispatched & Quantity (Item Level)
 Order Status (Open, Closed, Cancelled)
 Site setting
o Each process ON or OFF should be configurable. If OFF, "Functionality under
maintenance!" message.
 News Master
 Customer Complaint against Invoice No.
 Employee Master
 User Master
 Role Master
 Change Password
 Forget Password