Standard Operating Procedure for CSI Franchise & Agent operations

SOP for CSI Franchise Operation

Creation of Partner(Agent/Franchises):

• Login to CRP-> Account management
• Click Create-> Individual Customer-> Franchisee(Same For Agents also)
• Enter General Data, Tax Classification(CGST,SGST,ZSER as Fulll), Sales Area Data(Mail operation) and Save to Create Partner ID.

• Partner ID shall always start with 1.

Booking at POS:

1. Login to POS Counter
2. Navigate to : Business Services-> Upload Bulk Franchise
3. Select required service type and Agent/Franchise Id from Drop Down

• Meghdooth Franchise POS and Agent application shall generate booking File as required for
• POS. Select Booking file by clicking on Browse. Template available at C:/POS/Application/Counter/build/help/html/help_files/LinkBulkTemplate.html

PARTNER BOOKING CONSOLIDATED REPORTS

1. Franchise Reports:

Navigate to DOP Main Scree-> Sales & Distribution-> Franchise Report (Or) Tcode: ZFRANCHISE

• Enter the franchisee ID
• Enter the date(Booking Date)

• Article types, count and total amount(revenue Excluding Tax if any)
• Franchisee commission is shown by calculating the percentage applicable as per Article Type

Commission configured for Franchise Report

Agent Reports:

Navigate to DOP Main Screen-> Sales & Distribution-> Agent Report (Or) Tcode: ZAGENT

• Enter the Agent ID
• Enter the date(Booking Date) 

• Article types, count and total amount(revenue Excluding Tax if any)
• Agent commission is shown by calculating the percentage applicable as per Article Type

Commission Payment

Enter Transaction Code VA01
Enter Order Type as ZCR
Enter Sales Organization as DOPI
Enter Distribution Channel as PS
Enter Division as MO

• Enter the Agent ID/Franchisee ID in Sold to Party
• Enter the Product Code as COMMISSION
• Enter sanction details in PO Number and commission paid date in PO date field.
• Enter Item and Target Quantity as 1

• Double click on Item 1, select Shipping Tab to Enter Plant/Storage Loc details.
• Select Additional Data B tab and Enter daily Commission amount in Manual Price

• Check RV liability Document number for Outgoing payment processign
• Tcode: VA03 and Click on Document flow

• Document 9000009100 can be paid through F-58(Cq) as per standard Payment process.
• Credit report can be seen using Tcode ZCREDIT

Output:

• Partner Ledger can be seen through FBL5N using Partner Id as Customer Id

Note: Commission rates are applicable as per Directorate orders issue time to time and the same may be paid to Partner. Any changes required in Commission report ie ZAGENT and ZFRANCHISE may be intimated to CEPT for correction with Directorate orders.