INSERT DISTRIBUTOR TARGETS

INSERT DISTRIBUTOR TARGETS: 

(DISTRIBUTOR MANAGEMENT) 

The following document will explain how to insert distributor targets in the system. The following document will help you with the following Queries:- 

● The following document will explain how to insert distributor targets in the system? 

In order to reach the module Click on Company Settings. Under Distributor Management click on Bulk Upload and then click on Insert Distributor Targets 

The following window will open up: 

Select Start Month and End month for which targets need to be uploaded 

If targets need to be uploaded for the current month click on Current+0 

If targets need to be uploaded for the current month click on Current+1 

Click on the Download button and one excel file will start downloading

Once downloaded Open the excel file 

The Following sheet has 3 tabs: Distributor Updation, SuperStockist, Region In distributor updation, there are 6 Columns 

Column A: Name of the distributor 

Column B: Region of the distributor 

Column C: ERP Id of the distributor 

Column D: GUID of the Distributor 

Column E: Target is on Overall/primary category wise for Distributor. Depending on the selection while downloading the file this column fills up automatically 

Column F: Target is on Revenue or quantity wise for Distributor. Depending on the selection while downloading the file this column fills up automatically 

Column F…..: Depending on the number of months to for the target to be uploaded that many columns will show up 

Column I: HASHKEY of the distributor 

Fill in the Columns named Value_Monthname_Year(in distributor target insertion) with details . Once all the information is filled in save the file 

Return back to the portal

Click on Choose File and Select the file excel file which was updated and Click on the upload button. 

Before uploading please make sure the data is in the correct format by clicking on PrelimCheckInfo, PassiveCheckinfo button, and ActiveCheckinfo button. 

Once you clicked on the Upload button 

The following screen will show up if all the data is entered correctly. 

If not please follow the error message in the “status Column” 

Click on the Continue button. 

On clicking,

Wait for a couple of minutes and click on Show Details Separately. 

This page opens up. 

Click on the continue button and wait for a couple of minutes. 

If the Continue button doesn’t come up, Wait for a couple of minutes more and again click on Show Details Separately 

On clicking Show Details Separately, you will be prompted with a message “You may now log out” or “insertion Complete” 

Once the message is seen, you may close the window. 

The distributor target is now updated.