Skip to main content

SRR Uploads

SRR Uploads

Overview
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.

Screenshot 2024-10-08 091318.png

Steps

  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

  6. Verify and Process

    • The system will process the uploaded data and display a confirmation message.
      "File Upload Successfully"
    • Review the message for any errors or warnings.
    • If there are no errors, the uploaded data will be successfully processed.

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

  • Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors
    Since the export sheet contains raw data formulas, the calculations are performed automatically

    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


Back to top