# SRR - SME Sales Result Report

# SRR Uploads

**SRR Uploads  
  
<span style="color: rgb(53, 152, 219);">Overview</span>** The SRR Uploads feature provides a centralized platform for managing various data uploads related to the Sales Report (SRR) module. This includes uploading rules, staff lists, and other relevant data.

 [![SRR Uploads.drawio (1).png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/aKmsrr-uploads-drawio-1.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/aKmsrr-uploads-drawio-1.png)  
<span style="color: rgb(149, 165, 166);"> **SRR Upload**</span>

[![Screenshot 2024-10-08 091318.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-091318.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-091318.png)

##### <span style="color: rgb(53, 152, 219);">**Steps**</span>

1. **Navigate to the Uploads Page**
    
    
    - Log in to the system and navigate to the "Dashboard" section.
    - Click on the "SRR" tab.
    - Select the "Upload" option.
2. **Choose Upload Type**
    
    
    - Select the specific upload type you want to perform (e.g., Rule, Staff List, Bulk Data).
3. **Download Sample File (Optional)**
    
    
    - If available, download a sample file to guide you in preparing your data.
4. **Check the Downloaded Sample File**
    
    
    - Check the Downloaded Sample Data is in the correct format and structure, in the sample file Against the Original SME Sales Report to Identify Discrepancies or Errors
5. **Upload the File**
    
    
    - Click the "Choose File" button and select the downloaded sample data file.
    - Click the "Upload" button to initiate the upload process.[![Screenshot 2024-10-08 100808.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-100808.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-100808.png)
6. **Verify and Process**
    
    
    - The system will process the uploaded data and display a confirmation message.  
        <span style="color: rgb(22, 145, 121);">"File Upload Successfully"</span>
    - Review the message for any errors or warnings.
    - If there are no errors, the uploaded data will be successfully processed.

<div _ngcontent-ng-c2289634245="" class="container" id="bkmrk--1"><button aria-label="Modify selected text" class="mat-mdc-tooltip-trigger selection-menu-button open-button mdc-fab mat-mdc-fab-base mdc-fab--mini mat-mdc-mini-fab mat-primary mat-mdc-button-base gmat-mdc-button gmat-mdc-fab-outline ng-star-inserted" data-test-id="tunable-modify-selection-button"></button></div>[![Screenshot 2024-10-08 111235.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-111235.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-111235.png)

- **Locate the "Export List" Button:**
    
    
    - Look for the "Export List" button at the top right corner of the Rule List page.
- **Click the "Export List" Button:**
    
    
    - Click the "Export List" button to initiate the export process.
- **Download the Exported File:**
    
    
    - The system will generate a downloadable file containing the list of rules.
    - Choose a suitable location to save the file on your device.

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/zyUimage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/zyUimage.png)

- **Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated.**
- **Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors**  
      
    Check below all sheet according to the above steps
- Rule
- Staff
- Gaiho staff
- Sales result report old
- Monthly balance
- Payment List
- Broker
- SP Rank
- GS200
- Call Data
- Collection List
- SMEBPersonInCharge
- Request Route
- PlanBo
- Increase List
- Dormant List
- DDT75 List
- DDT85 List
- Budget Unit
- Budget Gaiho  
      
    [![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/vOVimage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/vOVimage.png)

# SRR Report

##### <span style="color: rgb(53, 152, 219);">**Overview**</span>

The SRR Processed Sheet is a Sales Report (SRR) module tool that allows you to manage processed contracts. View, search export, delete, and process contract data from this list.  
[ ![srr report.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/srr-report.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/srr-report.png)  
 SRR Report

##### **[![screenshot-2024-10-08-143606.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/dLbscreenshot-2024-10-08-143606.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/dLbscreenshot-2024-10-08-143606.png)  
  
<span style="color: rgb(53, 152, 219);">Steps</span>**

1. **Navigate to the Processed sheets**
    - Log in to the system and navigate to the "Dashboard" section.
    - Click on the "SRR Report" tab.
    - Select the "Processed Cont List" option.  
        <span style="color: rgb(185, 106, 217);">**<span class="selectable-text copyable-text">Dashboard &gt;</span><span class="selectable-text copyable-text">SRR&gt;SRR </span><span class="selectable-text copyable-text">ProcessedCont List &gt;Process Cont</span>**</span>
2. **Locate the Contract Sheet**
    
    
    - Identify the contract sheet you want to process from the list.
3. **Select the Contract Sheet**
    
    
    - Click on the checkbox next to the desired contract sheet.
4. **Click "Process Cont Sheet"**
    
    
    - Click the "Process Cont Sheet" button at the top of the list.
5. **Confirm the Action**
    
    
    - A confirmation message will appear asking if you are sure about processing the contract sheet.
    - Click the "OK" button to proceed with the processing.
    - Click the "Cancel" button to cancel the proceed
6. **Success message**
    
    
    - success message indicating that the contract sheet has been processed successfully  
        <span style="color: rgb(22, 145, 121);">"Successfully process cont sheet".  
        </span>  
        [![Screenshot 2024-10-08 151128.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-151128.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-151128.png)

- The list will display information such as contract number, staff ID, name, customer name, loan amount, currency, interest rate, and disbursed date.
- You can use the search bar to filter contracts based on specific criteria.
- **Delete Cont Data Processed**
    
    
    - Select the contracts you want to delete and click the "Delete cont data processed" button.
    - Confirm the deletion by clicking the "Delete" button in the confirmation dialog.
    - A confirmation dialog box will appear asking if you are sure about deleting the selected contracts.
    - Click the "OK" button to proceed with the deletion.
    - After the deletion process is complete, you will see a message indicating that the selected contracts have been deleted &amp; Check if all data has been removed<span style="color: rgb(22, 145, 121);">"Successfully delete processed cont sheet"  
        </span>  
        [![Screenshot 2024-10-08 153400.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-153400.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-153400.png)  
          
        [![Screenshot 2024-10-08 153915.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-153915.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-153915.png)
- **Process Cont Sheet**
    
    
    - If need to re-process a contract sheet, select the corresponding row and click the "Process cont sheet" button.
    - Follow the on-screen instructions to complete the re-processing process.
    - A confirmation dialog box will appear asking if you are sure about processing the contract sheet.
    - Click the "OK" button to proceed with the re-processing.
    - If the contract sheet is processed successfully, you will see a success message indicating that the <span style="color: rgb(22, 145, 121);">"Successfully process cont sheet"</span>
    - <span style="color: rgb(22, 145, 121);"><span style="color: rgb(0, 0, 0);">Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated.</span>  
        </span>
- **Export Processed List**
    
    
    - Click the "Export Processed List" button to download a list of processed contracts in a desired format (e.g., CSV, Excel).
    - Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors  
        [![Screenshot 2024-10-08 170746.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-08-170746.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-08-170746.png)  
         Export Sheets

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/ky7image.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/ky7image.png)  
 Original SME Sales Report

# SRR Bulk Uploads

##### <span style="color: rgb(53, 152, 219);">**Overview**</span>

This Page provides a detailed explanation of the Bulk Upload List interface, which is part of the system. The interface allows users to view, manage, delete &amp; upload data sheets.  
 [![SRR Bulk List.drawio.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/srr-bulk-list-drawio.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/srr-bulk-list-drawio.png)  
<span style="color: rgb(149, 165, 166);"> SRR Bulk Upload</span>

##### **[![Screenshot 2024-10-09 092606.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-09-092606.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-09-092606.png)  
  
<span style="color: rgb(53, 152, 219);">Steps</span>**

1. **Navigate to the SRR Bulk Uploads**
    - Log in to the system and navigate to the "Dashboard" section.
    - Click on the "SRR Report" tab.
    - <span style="color: rgb(0, 0, 0);">Select the "<span class="selectable-text copyable-text">SRR Bulk Uploads</span>" option.</span>  
        <span style="color: rgb(185, 106, 217);">**<span class="selectable-text copyable-text">Dashboard &gt;</span><span class="selectable-text copyable-text">SRR&gt;SRR Bulk Uploads</span><span class="selectable-text copyable-text"> &gt;Bulk List</span>**</span>
2. **View Uploaded Sheets**
    
    
    - The list of uploaded sheets will be displayed in the table.
    - The list will display information such as Sheet name, Success Records, Error Records, and Upload At.
3. **View Sheet Details**
    
    
    - Click on a sheet name to view more information about it, including the number of successful and error records.
4. **Delete Sheet Data (Optional)**
    
    
    - If necessary, click the "Delete sheet data" button to delete the data associated with a specific sheet.
5. **Upload New Sheets**
    
    
    - Use the "Gaiho Bulk Upload" button to upload new data sheets.

- **Delete <span style="color: rgb(0, 0, 0);"><span class="selectable-text copyable-text">Sheet Data</span></span>**
    
    
    - Select the contracts you want to delete and click the "Delete sheet data" button.
    - Confirm the deletion by clicking the "Delete" button in the confirmation dialog.
    - A confirmation dialog box will appear asking if you are sure about deleting the selected contracts.
    - Click the "OK" button to proceed with the deletion.
    - After the deletion process is complete, you will see a message indicating that the selected contracts have been deleted &amp; Check if all data has been removed"Successfully Delete sheet data"  
          
        [![Screenshot 2024-10-09 095421.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-09-095421.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-09-095421.png)
- **Download Sample file**
    
    
    - Click the "Gaiho Bulk Upload" button [![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/lanimage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/lanimage.png)
    - Click the "Download sample file" button  
        [![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/QoVimage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/QoVimage.png)
    - Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated
    - Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors  
        [![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/LU9image.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/LU9image.png)
        
         Downloaded Sample File

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/ky7image.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/ky7image.png)  
 Original SME Sales Report

# SRR Bulk Process

##### <span style="color: rgb(53, 152, 219);">**Overview**</span>

**SRR Bulk Process** refers to the automated or semi-automated processing of a large number of System Requirements Reviews (SRRs) in a batch or bulk manner. This approach can significantly improve efficiency and reduce manual effort compared to reviewing SRRs individually. This Page explains the Bulk Upload process interface, which is part of the system. The interface allows users to view, manage, delete, Process &amp; upload data sheets.

[![SRR Bulk Upload.drawio (3).png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/srr-bulk-upload-drawio-3.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/srr-bulk-upload-drawio-3.png)

<span style="color: rgb(149, 165, 166);"> SRR Bulk Process</span>

[![Screenshot 2024-10-09 134712.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/n1Gscreenshot-2024-10-09-134712.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/n1Gscreenshot-2024-10-09-134712.png)

##### <span style="color: rgb(53, 152, 219);">**Steps**</span>

1. **Navigate to the Bulk Processed sheets**
    - Log in to the system and navigate to the "Dashboard" section.
    - Click on the "SRR Report" tab.
    - Select the "Processed Cont List" option.  
        <span style="color: rgb(185, 106, 217);">**<span class="selectable-text copyable-text">Dashboard &gt;</span><span class="selectable-text copyable-text">SRR&gt;SRR Bulk </span><span class="selectable-text copyable-text">Process&gt;Bulk Process List</span>**</span>
2. **Locate the Data Sheet**
    
    
    - Identify the datasheet you want to process from the list.
3. **Select the Data Sheet**
    
    
    - Click on the checkbox next to the desired Datasheet.
4. **Delete Data Processed**
    
    
    - - Select the Datasheet you want to delete and click the "Delete sheet data" button.
        - Confirm the deletion by clicking the "Delete" button in the confirmation dialog.
        - A confirmation dialog box will appear asking if you are sure about deleting the selected sheet.
        - Click the "OK" button to proceed with the deletion.
        - After the deletion process is complete, you will see a message indicating that the selected Datasheet has been deleted &amp; Check if all data has been removed"Successfully delete processed Data sheet"
        - <span style="color: rgb(0, 0, 0);">Delete all sheet data one by one </span>
    
    [![Screenshot 2024-10-09 134953.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-09-134953.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-09-134953.png)
    
    [![Screenshot 2024-10-09 135214.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-09-135214.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-09-135214.png)
5. **Click "Process Sheet"**
    
    
    - Click the "Process Sheet" button at the top of the list.
    - If need to re-process a data sheet, select the corresponding row and click the "Process cont sheet" button.
    - Follow the on-screen instructions to complete the re-processing process.
    - A confirmation dialog box will appear asking if you are sure about processing the contract sheet.
    - Click the "OK" button to proceed with the re-processing.
6. **Confirm the Action**
    
    
    - A confirmation message will appear asking if you are sure about processing the contract sheet.
    - Click the "OK" button to proceed with the processing.
    - Click the "Cancel" button to cancel the proceed
    - A confirmation dialog box will appear asking if you are sure about processing the contract sheet.
    - Click the "OK" button to proceed with the re-processing.  
        [![Screenshot 2024-10-09 135338.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-09-135338.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-09-135338.png)

- If the all data-sheet is processed successfully, you will see a success message indicating that the <span style="color: rgb(22, 145, 121);">"Successfully processed process cont sheet".  
    </span> [![Screenshot 2024-10-09 135403.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/screenshot-2024-10-09-135403.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/screenshot-2024-10-09-135403.png)
- Checked Success message /error message for all below sheets.  
    Process Dept sheet   
    Process MUnit sheet   
    Process Team sheet   
    Process HQ sheet  
    Process GDept sheet   
    Process SecBr sheet  
    Process Unit sheet  
    Process CC sheet  
    Process DailyDept sheet   
    Process DailyUnit sheet  
    Process DailyTopTen sheet   
    Process Win Lose Credit sheet   
    Process Win Lose Dept sheet  
    Process Win Lose GDEpt sheet   
    Process Win Lose HQ sheet   
    Process Win Lose MBr sheet   
    Process Win Lose MUnit sheet   
    Process Win Lose Person sheet   
    Process Win Lose SecBr sheet   
    Process Win Lose Team sheet   
    Process Win Lose Unit sheet
- **Download sample File (Gaiho bulk report )**
- Click the "Gaiho bulk report" button to download a list of processed sheets in a desired format (e.g., CSV, Excel).
- Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated
- Check downloaded bulk report sheets Against the Original SME Sales Report to Identify Discrepancies or Errors

<span style="color: rgb(42, 207, 243);">  
Delete all sheet data one by one --&gt;Process sheets -- &gt; Gaiho bulk process</span>

# Sales Result Report

##### <span data-sheets-root="1"><span style="color: rgb(53, 152, 219);">**Overview**</span>  
</span>

<span data-sheets-root="1" style="color: rgb(0, 0, 0);">A Sales Result Report is a comprehensive document that analyzes a company's sales performance over a specific period. It typically includes various metrics and insights to help businesses evaluate their sales strategies, identify areas for improvement, and make data-driven decisions. This Page explains the Sales Result interface, which is part of the system. The interface allows users to view, search, and download data sheets.</span>

<span data-sheets-root="1" style="color: rgb(0, 0, 0);">  
 [![SRR.drawio.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/r6gsrr-drawio.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/r6gsrr-drawio.png)</span>

 <span style="color: rgb(149, 165, 166);"> **Sales Result Report Diagram**</span>

<span data-sheets-root="1" style="color: rgb(0, 0, 0);">  
[![screenshot-2024-10-09-140427.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/cL3screenshot-2024-10-09-140427.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/cL3screenshot-2024-10-09-140427.png)</span>

##### <span style="color: rgb(53, 152, 219);"> **Steps**</span>

1. **Navigate to the Download Sales Report**
    - Log in to the system and navigate to the "Dashboard" section.
    - Click on the "SRR Report" tab.
    - Select the "Download Sales Report" <span style="color: rgb(0, 0, 0);">option.</span>  
        <span style="color: rgb(185, 106, 217);">**<span class="selectable-text copyable-text">Dashboard &gt;</span><span class="selectable-text copyable-text">SRR&gt;Download Sales Report</span>**</span>
2. **Download the "Download Sales Report".**  Click the "Download Sales Report" button to download a Sales Report in a desired format (e.g., CSV, Excel).  
    [![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/ZQfimage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/ZQfimage.png)
3. **Check the "Download Sales Report".  
    - Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated  
    - Check downloaded Sales report sheets Against the Original SME Sales Report to Identify Discrepancies or Errors

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/a0himage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/a0himage.png)  
 Downloaded Sales report

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2024-10/scaled-1680-/Vmcimage.png)](http://wiki.lalco.la/uploads/images/gallery/2024-10/Vmcimage.png)

 Original SME Sales Report