Responsibilities of FM and RMC user

FM/RMC Responsibilities

Daily Activities

  1. Check attendance Report
  2. Check Order taking Report
 
  1. Check attendance Report:
It is very important to check attendance reports on a daily basis so that you can know how many FOS are working and how many are not working today.

Start your day by checking the attendance report (Click here)

  1. Check Order Taking Report
To know the ground report of FOS, it is very important to view how many orders FOS have taken.

Track the daily order taken by FOS (Click here)

 

 

Weekly Activities

  1. Create,Edit and Deactivate Users
  2. Create,View,Update and Assign Retailers
  3. View Reports
 
  1. Create, Edit Users and Deactivate users
  • : Create Users 
It is very important to add the users in the SFAS App who are newly joined so that they can also start using the App and can perform the activities like marking attendance,taking orders,completing Beat Plan etc.

Want to know how to create users (Click here)

 

  • : Edit Users
 It is very important to edit the user information if required, for eg. if the role of any user is changed, it needs to be updated in the SFAS App.

Want to know how to edit users (Click here)

 

  • : Deactivate Users
It is very important to edit the user information if required, for eg. if the role of any user is changed, it needs to be updated in the SFAS App.

Want to know how to edit users (Click here)

 

 
  1. Create,Update view and Assign Retailers
  • Create Retailers
 It is very important to create/add retailers in the SFAS App so that the retailers can be assigned to FOS

Want to know how to Create retailers (Click here)

 
  • Edit Retailers
 If any information of the retailer is changed like address then it needs to be updated in the SFAS App so that the users can access the correct information.

Want to know how to Edit retailers (Click here)

 
  • Assign Retailers
 It is very important to assign retailers to FOS so that FOS can view the retailers in the Mobile App, visit retailers and take orders from the Retailers.

Want to know how to Assign retailers (Click here)

 

 
  • View Reports
  • View Beat Plan Reports
 Check how many retailers FOS has visited from the Beat Plan Report

Want to know how to view the Beat Plan Report (Click here)

 

 

Monthly Activities

 

  1. Create Beat Plan
  2. Assign Routes
  3. Assign Goals
 
  1. Create Beat Plan
 To assign Beat Routes to FOS/RM, creation of Beat Plan is mandatory

Want to know how to Create a Beat Plan (Click here)

 

 
  1. Assign Beat Routes
After creating the Beat Plan, the next step is to assign routes to FOS/RM for a particular day. By assigning routes, all the retailers that are present in that area will be assigned to visit for the date.

Want to know how to Assign a Beat Plan (Click here)

Refer the video:

 

  1. Assign Goals
 For assigning Target for a time period, assigning Goal is important

Want to know how to Assign a route (Click here)


    • Related Articles

    • FOS/RM/Franchise FOS Responsibilities

      FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...

    • DGM/GM/SSH Responsibilities

      Daily Activities View & edit users Reset Users Reset Password Delete Users View & edit Users View and edit users in case it is required for any user. This way the user track can be done. Want to know how to view & edit users (Click here) Reset Users ...