1.0.8 DMS

Owned by
Wynand Malan
Last updated: May 23, 2017
3 min read

Date of production release: 22 May 2017

Functional requirements

  • Main Menu / Manage Stock: This menu item has all the web user's features linked to input stock and Agrovet Stores. (Screenshot #1 below)
    • Management can add and edit new products. This can be used to update existing products with Supplier details. (download existing list and upload the updated list)
    • Stock Balance view optimised for quicker view. This means that this web view will update every 10 minutes.
  • Store Clerk - transactional capabilities additional notes:
    • All transactions informs the stock balance for each shop. 
    • The product list to select from is filtered by category and show each product's balance at this shop (service point). Please note this stock balance updates every 10 minutes.
    • The registered farmer check off transactions are informed by the farmer credit worthiness, outstanding loan balance and advance payments done. This will assist in preventing sales to farmers above the milk income.
    • When new stock is sent directly to Agrovet Shops, the Store Clerk linked to that shop will get an SMS. NB. "receive stock" is only for Transfers and not new stock to the Agrovet Shop - as per the SMS. (Screenshot #2 below - note the Upload button top right)
  • Advance processing - Finance Manager can view a farmer's transactional detail for the last 3 months and record an Advance payment to a farmer. (Screenshot #3 below)
    • Advance cost is set by the Master Admin / Config / Credit Config. 
    • An Advance payment to the farmer has a cost incurred - payable by the farmer and paid to the Advance provider (SACCO or Coop)
  • SACCO User introduced - A Master Admin can now invite a SACCO user to the system
    • View farmer financial summary and create an Advance payment for this farmer
    • Upload a list of advance payments done for farmers - if these transactions were captured outside of the DMS system.
    • Template for CSV Upload  ( please note the CSV must be separated by , and not ; like the text screenshot below)

    • These transactions created / uploaded will inform the DMS system's credit allowed and loan balance outstanding - NB. the Advance is kept separate because of the Advance cost (eg. 5%), but also informs the total credit allowed to prevent a farmer "over borrowing" 
  • Manage Stock Recon on Web - When a Store Clerk Receives Stock, it may happen that not all stock is in good condition or less units are delivered than was transferred. 
    • The Store clerk can capture the difference on the mobile app, under "Receive Stock"
    •  These transactions are sent to the web user's Stock Recon menu to be processed further. 
    • Transactions that are rejected or lost can be written off (ie not sell-able) and will be logged under Stock Written Off for historical record purposes.

Non-functional requirements

  • Scheduled functions separate logging
  • AI ticket request error and SMS not sending fix.
  • Fixed My Deliveries error in the view of detail per day.
  • Delivery Return SMS to farmer updated to include date and weight.
  • Store Clerk user role edit validation improvement.

 

Additional Information

#1

#2 : Agrovet Shops are created using the service point type and service point configurability in the system.

#3 Please read the info nodes that explains what is included and excluded under each column.