1. Text 1 July, 2010 DCMS: Training Manual ARB Portal for Role of ARB Cell Manager

2. 12 September 2015 2 DCMS Web Application ARB Portal for the Role of ARB Cell Manager Training Manual

3. 12 September 2015 3 Introduction DCMS is a system, demanded by HPCL to remain leader in the LPG industry of India. This manual helps the Users logged in to the ARB Portal with the Role of ARB Cell Manager to get acquainted to the functionalities of the ARB Portal.

4. 12 September 2015 4 Purpose This manual guides the ARB Cell Managers on how to use the ARB Portal. Intended Audience ARB Cell Mangers

5. 12 September 2015 5 Organization of the Manual Section/Chapter NameShort Description LoginTo Login to the ARB Portal. Segment ManagementTo manage the product Segments. Category ManagementTo manage the product Category. Vendor ManagementTo manage Vendors. Sub Vendor ManagementTo manage Sub Vendors. Price Management and Vendor – Sub Vendor Password Management To manage Product prices, ORC and Vendor and Sub Vendor passwords. Product ManagementTo manage Products. Scheme ManagementTo manage Schemes or offers. Notice BoardTo create Notice.

6. 12 September 2015 6 ARB Portal ARB Portal of DCMS Web is used to carry out all activities related to trade of ARB Products. 1.To avail the service, one has to log in to the ARB Portal with the Log In ID and Password provided to them. 2.To log in, one has to enter the following URL into the address bar of the Internet Explorer, Mozilla Firefox or any other like Internet Browser: http:// /ARBPortal/index.aspx

7. 12 September 2015 Login screen… Login Id Password Log In Login As: HPCL Officer

8. 12 September 2015 1.Click on the radio button against HPCL Officer option next to Login As. 2.On entering the Login ID and the Password, the user is shown a Select User Role drop down Menu. 3.This list is customized to offer only those roles to an individual user that he should be able to log in with. Select ARB Cell Manager from the list.

9. 12 September 2015 Login screen after clicking on Log In… Select User Role

10. 12 September 2015 The First Screen after a Successful Login…

11. 12 September 2015 1. Products under ARB are broadly grouped under Segments. Each Segment again has various Categories of Products. 2. Management of Segments is undertaken using two screens: a.Add Segment b.Search Segment Segment Management

12. 12 September 2015 Add Segment 1.Provide a Segment Name and Segment Description. 2.Segment Status is automatically set to Active. 3.Click on the Save button. 4.An unique Segment Reference Number gets generated

13. 12 September 2015 Save Add Segment screen…

14. 12 September 2015 Segment Reference Number Add Segment screen after clicking Save…

15. 12 September 2015 Search Segment 1.This screen can search segments even when no criteria are mentioned. For better search results provide one or more of the following criteria: a.Segment Code b.Segment Name c.Segment Status Providing more than one of the above criteria will greatly refine the search results. 2.Click the Search button. The search results get displayed in a paged table called the Search Results.

16. 12 September 2015 Search Segment screen… Search

17. 12 September 2015 Search Segment screen after clicking Search… Hyperlinked Segment No.

18. 12 September 2015 3.In the Search Results table the entries of the Segment No. column remain hyperlinked. 4.Clicking on the Hyperlinked Segment No. in each row, displays the details of the corresponding Segment in a Segment Details screen. 5.To edit the details of the Segment, click on the Edit button. Search Segment (Contd.)

19. 12 September 2015 View Segment details… Edit

20. 12 September 2015 6.Clicking on the Edit button opens the details of the Segment in editable mode in the Edit Segment screen. 7.Make changes in the details as per requirements. 8.Click on the Save button. A message is displayed confirming successful completion of the action. Search Segment (Contd.)

21. 12 September 2015 Edit Segment screen after clicking Save… Save

22. 12 September 2015 Category Management 1.Each segment will have one or more categories. Each category will have a group of similar ARB items. Before creating any new ARB item, a valid Category should be created. 2.Category Management is undertaken using two screens: a. Add Category b. Search Category

23. 12 September 2015 Add Category 1.Provide the Segment Name under which the Category is to be created. 2.Provide a Category Name and Category Description. 3.Segment Status is automatically set to Active. 4.Click on the Save button. 5.An unique Segment Reference Number gets generated.

24. 12 September 2015 Add Category screen… Save

25. 12 September 2015 Add Category screen after clicking Save… Segment Reference No.

26. 12 September 2015 Search Category 1. This screen can search Category even when no criteria are mentioned. For better search results provide one or more of the following criteria: a.Category Code b.Category Name c.Category Status Providing more than one of the above criteria will greatly refine the search results. 2. Click the Search button. The search results get displayed in a paged table called the Search Results.

27. 12 September 2015 Search Category screen… Search

28. 12 September 2015 Search Category screen after clicking Search… Hyperlinked Segment No.

29. 12 September 2015 3.In the Search Results table the entries of the Category No. column remain hyperlinked. 4.Clicking on the Hyperlinked Category No. in each row, displays the details of the corresponding Category in a Category Details screen. 5.To edit the details of the Category, click on the Edit button. Search Category (Contd.)

30. 12 September 2015 View Category details… Edit

31. 12 September 2015 6.Clicking on the Edit button opens the details of the Category in editable mode in the Edit Category screen. 7.Make changes in the details as per requirements. 8.Click on the Save button. A message is displayed confirming successful completion of the action. Search Category (Contd.)

32. 12 September 2015 Edit Category screen after clicking Save…

33. 12 September 2015 Vendor Management 1.Vendors are the third party Organizations that sell their own goods as ARB item under HPCL. Before creating any new ARB item, a valid Vendor should be created. 2.Vendor Management is undertaken using two screens: a. Add Vendor b. Search Vendor

34. 12 September 2015 Add Vendor 1.Provide the requisite information in the Vendor details, Address details, Payment details, Minimum Order Quantity, HPCL Vendor Agreement details and Permission details sections. Fields marked with Red Asterisk are mandatory to be filled. 2.Click on Save. 3.An unique Vendor Reference Number is generated and displayed with the success message.

35. 12 September 2015 Add Vendor screen…

36. 12 September 2015 Remaining part of the Add Vendor screen… Save

37. 12 September 2015 Search Vendor 1. This screen can search Vendors even when no criteria are mentioned. For better search results provide one or more of the following criteria: a.Vendor Code b.Vendor Status c.Vendor Name d.Brand Name e.Category f.State Providing more than one of the above criteria will greatly refine the search results. 2. Click the Search button. The search results get displayed in a paged table called the Search Results.

38. 12 September 2015 Search Vendor screen… Search

39. 12 September 2015 Search Vendor screen after clicking Search… Hyperlinked Vendor Code

40. 12 September 2015 3.In the Search Results table the entries of the Vendor Code column remain hyperlinked. 4.Clicking on the Hyperlinked Vendor Code in each row, displays the details of the corresponding Vendor in a Vendor Details screen. 5.To edit the details of the Vendor, click on the Edit button. Search Vendor (Contd.)

41. 12 September 2015 View Vendor details…

42. 12 September 2015 6.Clicking on the Edit button opens the details of the Vendor in editable mode in the Edit Vendor screen. 7.Make changes in the details as per requirements. 8.Click on the Save button. A message is displayed confirming successful completion of the action. Search Vendor (Contd.)

43. 12 September 2015 Edit Vendor screen after clicking Save…

44. 12 September 2015 Sub Vendor Management 1.One Sub Vendor can be under more then one Vendors. 2.One Sub Vendor can belong to one or more Regions 3.Sub Vendor Management is undertaken using three screens: a. Add Sub Vendor b. Search Sub Vendor c. Map Vendor – Sub Vendor

45. 12 September 2015 Add Sub Vendor 1.Provide details in the Sub Vendor Contact and Other Information sections as required. Fields marked with Red Asterisk are mandatory to be filled. 2.Click on Save. 3.An unique Sub Vendor Reference Number is generated and displayed with the success message.

46. 12 September 2015 Add Sub Vendor screen… Save

47. 12 September 2015 Add Sub Vendor screen after clicking Save… Sub Vendor Reference No.

48. 12 September 2015 Search Sub Vendor 1. This screen can search Sub Vendors even when no criteria are mentioned. For better search results provide one or more of the following criteria: a.Sub Vendor Code b.Sub Vendor Status c.Sub Vendor Name d.Vendor e.Category f.State Providing more than one of the above criteria will greatly refine the search results. 2. Click the Search button. The search results get displayed in a paged table called the Search Results.

49. 12 September 2015 Search Sub Vendor screen… Search

50. 12 September 2015 Search Sub Vendor screen after clicking Search… Hyperlinked Sub Vendor Code

51. 12 September 2015 3.In the Search Results table the entries of the Sub Vendor Code column remain hyperlinked. 4.Clicking on the Hyperlinked Sub Vendor Code in each row, displays the details of the corresponding Sub Vendor in a Sub Vendor Details screen. 5.To edit the details of the Sub Vendor, click on the Edit button. Search Sub Vendor (Contd.)

52. 12 September 2015 View Sub Vendor details… Edit

53. 12 September 2015 6.Clicking on the Edit button opens the details of the Sub Vendor in editable mode in the Edit Sub Vendor screen. 7.Make changes in the details as per requirements. 8.Click on the Save button. A message is displayed confirming successful completion of the action. Search Sub Vendor (Contd.)

54. 12 September 2015 Edit Sub Vendor screen after clicking Save…

55. 12 September 2015 Map Vendor – Sub Vendor Screen not working properly. To be done later.

56. 12 September 2015 Manage 1.This section deals with management of certain details in the ARB Portal. 2.It has four screens: a.Configure Product Price b.Manage Password c.Manage ORC d.Set Price Elements

57. 12 September 2015 Configure Product Price Configuring Product Price is a three step process: Step 1: Vendor i.Select a Segment and Category. ii.From the List of Vendors, select the Vendor. iii.Click the Next button. iv.Click on Previous to go to the previous page.

58. 12 September 2015 Set Product Price - Step 1: Vendor… Add New List of Vendors Selected Next

59. 12 September 2015 Step 2: Products i. From the List of Products under the Vendor chosen in Step 1, select one or more Products whose Price is to be Configured. You can add multiple Products by clicking on the Add New link. Every time the Add Link is clicked, a new row is added to the table. ii. Click on the Next button to go to the next step. iii. Click on Previous to go to the previous page. Configure Product Price (Contd.)

60. 12 September 2015 Set Product Price - Step 2: Products… Next Add New List of Selected Products

61. 12 September 2015 Configure Product Price (Contd.) Step 3: Price 1. On this screen, View Product Pricing section pricing details of the Product, if that is available. For Products that are yet to be priced, its displays a “Pricing not set for this Product.” 2. In the View Pricing Elements section, the details of the Pricing Elements are displayed state wise. 3. To set the price of the Product in one or more of the States, select the rows corresponding to that state in the View Pricing Elements table. 4. Click on the Set Price button. The Configure Price section becomes active.

62. 12 September 2015 Set Product Price - Step 3: Price… Calculate Final Price Edit Calculate Final Price Set Price

63. 12 September 2015 5.In this section you can either provide the Final Price and calculate the Basic Price by clicking on the Calculate Basic Price button or provide the Basic Price and calculate the Final Price by clicking on the Calculate Final Price. 6.On clicking any of the two buttons discussed above, the MRP (Maximum Retail Price) gets set automatically while the MOP (Market Operating Price) has to be entered manually. 7.Prices are calculated as per the setting of the Product Pricing Elements. 8.Select the Effective Date and the Expiry Date. 9.Click on Previous in case you want to go back to the last used screen. 10.Click on the Finish button to save the operation. Configure Product Price (Contd.)

64. 12 September 2015 Set Product Price - Step 3: Price screen after clicking Finish…

65. 12 September 2015 Manage Password 1.This screen is used to Set or Reset login Passwords of Vendors or Sub Vendors. 2.In the Selection Criterion section select the required Vendor and Sub Vendor 3.Provide the Current Password. 4.Provide the New Password and confirm it in the New Confirmed Password. 5.Click on Save to save the operation.

66. 12 September 2015 Manage Password Set Price Sub Vendor Save

67. 12 September 2015 Manage ORC 1.This screen is used to manage the ORC (Overridden Cost). It is the amount that a Vendor has to pay to HPCL for trading its goods through HPCL. 2. Select the Segment Name and the Category. 3. The list of Products is displayed in a table.

68. 12 September 2015 Manage ORC Selected Product Set Price

69. 12 September 2015 4.Select the Product whose ORC is to be set or reset. 5.Click on the Set ORC button. 6.Provide ORC Type from the drop down list, ORC Amount, Effective Date and Expiry Date. 7.Click on Save button to save the operation. Else click on Close. Manage ORC (Contd.)

70. 12 September 2015 Manage ORC (Contd.)… Save

71. 12 September 2015 Set Price Elements 1. This screen is used to set the Price Elements for different products in different states of the country. 2. Select Segment, Category and State from the corresponding drop down lists. 3. Click on the Fetch Details button. 4. The screen expands and the Choose Pricing Elements and the Configure Pricing Elements sections appear.

72. 12 September 2015 6. In the Choose Pricing Elements section, select the Price Element Type and the Price Element from the corresponding drop down lists. 7. Click on the Add Price Element button. 8. A new row gets added to the Configure Pricing Elements table. Add the necessary information to this row like Effective Date, Expiry Date, Price Unit, any one of the fields Fixed Price OR Percentage (Not both!!!) etc. 9. Click on Save to save the operation. A success message is displayed. Set Price Elements (Contd.)

73. 12 September 2015 Set Price Elements screen… Save Add Price Elements Fetch Details

74. 12 September 2015 Product Management 1.Product refers to the items that are dealt with in ARB. 2.A Vendor may deal in more than one Products but a single Product is always under a single Vendor. 3.Product Management in the system is undertaken using two screens: a. Add Product b. Search Product

75. 12 September 2015 Add Product 1. Select the Segment Name, Category Name and Vendor Name from the corresponding drop down lists. 2. The Vendor Address Details get fetched automatically. 3. Provide necessary Product Details. Fields marked with Red Asterisk are mandatory to be filled. 4. Check off the Browse Image check box and click on Browse upload an image of the product. 5. Click the Save button to save the operation. 6. A newly generated Product Reference Number gets displayed along with the success confirmation message.

76. 12 September 2015 Add Product screen… Product Reference Number Save

77. 12 September 2015 Search Product 1. This screen can search Products even when no criteria are mentioned. For better search results provide one or more of the following criteria: a.Products Code b.Products Status c.Products Name d.Vendor e.Category Providing more than one of the above criteria will greatly refine the search results. 2. Click the Search button. The search results get displayed in a paged table called the Search Results.

78. 12 September 2015 Search Product screen… Search

79. 12 September 2015 Search Product screen after clicking Search… Hyperlinked Product Code

80. 12 September 2015 3.In the Search Results table the entries of the Product Code column remain hyperlinked. 4.Clicking on the Hyperlinked Product Code in each row, displays the details of the corresponding Product in a Product Details screen. 5.To edit the details of the Product, click on the Edit button. Search Products (Contd.)

81. 12 September 2015 View Product Details screen…

82. 12 September 2015 6.Clicking on the Edit button opens the details of the Sub Product in editable mode in the Edit Vendor screen. 7.Make changes in the details as per requirements. 8.Click on the Save button. A message is displayed confirming successful completion of the action. Search Product (Contd.)

83. 12 September 2015 Edit Product Details screen after clicking Save… Product Reference Number Save

84. 12 September 2015 Scheme Management 1.As in any trading organization, Schemes and Offers form an intrinsic part of the HPCL’s activities. 2.Scheme Management has been undertaken in this system using two screens: a.Add Scheme b.Search Scheme

85. 12 September 2015 Add Scheme Adding a new Scheme is a three step process: Step 1: Select Product 1. Provide a Promotional Name for the scheme. 2. In the Product Details section, provide a Segment Name, Category and Vendor from the corresponding drop down lists. 3. The list of Products under the said Vendor is displayed automatically. 4. Select one or more Products that will be included in the Scheme. 5. Click the Next button.

86. 12 September 2015 Add Scheme – Step 1: Select Product screen… List of Products selected Next

87. 12 September 2015 Step 2: Select Region 1. In the Select Region screen, select a Zone and click on the ‘ > ’ button next to it. 2. The Regions list gets populated. Select a Region and click the ‘ > ’ button next to it. 3. The Sales Areas list gets automatically populated. Select a Sales Area and click on the Next button. 4. Click on the Previous button in case you want to return to the last screen i.e. the Select Product screen. Add Scheme (Contd.)

88. 12 September 2015 Add Scheme – Step 2: Select Region screen… Zone Next Region Sales Area

89. 12 September 2015 Add Scheme (Contd.) Step 3: Fill Other Details 1. Provide proper Effective Date, Expiry Date, Offer Type, Discount Base, Discount Value, Status. 2. Click on Previous to go back to the last screen. 3. Click on Finish to save the operation.

90. 12 September 2015 Add Scheme – Step 3: Fill Other Details screen… Finish

91. 12 September 2015 Search Scheme 1. This screen can search Products even when no criteria are mentioned. For better search results provide one or more of the following criteria: a.Promotional Code b.Promotional Name c.Vendor d.Product e.Effective Date and Expiry Date f.Status Providing more than one of the above criteria will greatly refine the search results. 2. Click the Search button. The search results get displayed in a paged table called the Search Results.

92. 12 September 2015 Search Scheme screen… Search

93. 12 September 2015 Data not available in Search screen. To be done later.

94. 12 September 2015 Create Notice 1. In the Notice Details section, enter the message to be displayed. 2. In the Applicable To Users section, select the type of users who are supposed to view the Notice. 3. Provide the Start Date and the End Date for the Notice. 4. Click on Save. A success message is displayed.

95. 12 September 2015 Create Notice screen… Save

96. 12 September 2015 Create Notice screen after clicking Save…

97. 12 September 2015 97 Thank You