Overview Of MR Panel On Ecod Secure

Process Of Registration For MR Panel On Ecod Secure

Process To Approve MR Request in Marg Software

OVERVIEW OF MR PANEL ON ECOD SECURE

• In the realm of distribution, managing multiple companies often leads to long queues at the distributor's doorstep during stock & statement times. The overwhelming influx of MRs seeking their stock and statements creates inefficiencies. To combat these challenges, the innovative solution of the Ecod Secure MR Panel has emerged.
• This panel features a dedicated account for each MR, granting them access to stock and sales statements of all their associated distributors under Marg ERP.
• Not only does this alleviate the distributor's burdens, but it also saves valuable time for the MR, enabling them to focus more on their business endeavors.
• At ECOD Secure for Companies, we've already introduced this solution, allowing to access timely stock and sales information, near expiries, PIN code sales, etc.

PROCESS OF REGISTRATION FOR MR PANEL ON ECOD SECURE

• Firstly, the user will visit the site ecodsecure.com

• Ecod Secure Panel will open, click on 'Products' Tab.

• Now the user will click on 'MR Panel' option.

• Click on 'Sing Up'.

• A 'MR Sign up' window will appear.
• The user will mention the required fields and click on 'Send OTP' button.

• The user will receive an OTP on the mentioned Mobile Number.
• Mention the OTP and click on 'Verify' button.

• A Pop-Up of 'OTP Verifed Successfully' will appear.

• Now the user will click on 'Submit' button.

• The user will receive an Email on the mentioned Email ID.
• Click on 'Verify Email' button.

• An 'Ecod Secure' tab will open.
• The user will generate the Password as per the requirement and Click on 'Submit' button.

Note: Remember the Password to access the ECOD Panel in the Future.

• A Pop-Up of 'Password Updated Successfully' will appear.

• A 'Complete your Sign Up!' window will appear.
• The Panel will auto-take the details of the Mail Id / Company Name mentioned while doing registration.
• In 'Report' field, the user will click on DropDown.

• Here the user will select the type of reports that need to be collected from the Distributors.
• Suppose place a check mark on all.

• In 'Report Freq' field, the user will click on DropDown.

• Here the user will select the frequency for the report 'Weekly/Fortnightly/Monthly' as per the requirement.
• Suppose select 'Weekly'.

• In 'Division' field, the user will mention the company name of the product for which data is needed.

• Now click on 'Submit' button.

• The user will click on 'Distributors' tab.

• Now click on 'Request Status' option.

• The user will Add a distributor, from which the report is needed.
• Click on 'Find Distributor'.

• A 'Find GSTIN' window will appear.
• The user will mention the GST Number of the distributor.

• The user will place a check Mark on 'All', to get the report of all financial years otherwise, Only current financial year data will be received.

• Now click on 'Search'.

• The user can view the Distributor will get displayed.

• In 'Company' field, the user will click on DropDown.

• The Division that was provided during the registration based on that, the Company associated with it will be displayed here.
• The user will select the Company for which data is needed.

• In 'Report' field, the user will click on DropDown.

• Here the user will select the types of reports that need to be collected from the Distributor.
• Suppose place a check mark on all.

• In 'Report Frq' field, the user will click on DropDown.

• Here the user will select the frequency for the report 'Weekly/Fortnightly/Monthly' as per the requirement.
• Suppose select 'Weekly'.

• Now click on 'Save'.

• A request will be sent to the distributor and the status will display as pending till the distributor approves it.

PROCESS TO APPROVE MR REQUEST IN MARG SOFTWARE

• The distributor will go to Reports > Electronic Data Exchange > ECOD Secure.

• An 'ECOD Secure' window will appear.
• The user can view the Pending Request and details of the company and report that MR is needed.

• Click on 'Accept'.

• A Marg ERP 9+ alert of 'Generate New OTP for ECOD Activation Code?' will appear.
• Click on 'Yes'.

• Again Marg ERP 9+ alert of 'Check your Registered Mobile/Email for OTP' will appear.
• Click on 'Ok'.

• A Pop-up of 'Check your Registered Mobile/Email and type OTP!' will appear.
• The user will get the OTP on Registered Mobile/Email.

• Mention the OTP and click on 'Ok'.

• A Marg ERP 9+ alert of 'Want to Approve' will appear.
• Click on 'Yes'.

• Again Marg ERP 9+ alert of 'Final Confirmation' will appear.
• Click on 'Yes'.

• An Alert of 'Your Approval request accepted' will appear, click on 'Ok'.

• A 'Company Supplier Mapping' window will appear.
• The user can view all the company names and suppliers.

• If any Company is not Mapped with the Supplier, the user needs to map it.
• The user needs to place a check mark on the supplier which needs to be mapped with the company name.

• Suppose place a check mark on 'Seagull Pharmaceuticals (P) LTD' to map with 'Elder India'.

• Similarly, the user will map Other companies as per the requirement.
• Click on 'Save'.

• On the Dashboard, the user can view the distributor 'ECOD Secure' will be added.

• Also when the MR go to Distributors > Request Status.

• The MR can view the request status has been changed to 'Approved'.