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Logon Screen

URL : https://crm.bharathicement.com

This first screen of Login


displays to enter Customer
Code & Registered Mobile No.

Click here to generate OTP


after customer code &
registered mobile no. are
entered

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If the Customer code / Mobile no. does not match

Note:
In case of Trade, Mobile no. should be entered based on customer master.
In case of Non-Trade, for delivery confirmation, Mobile no. should be entered
based on ship-to-party (delivery location). For COB confirmation, Mobile No. of
2Customer
/ should be entered.
OTP Screen

SMS
Message

If all credentials are


correct,

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Main Screen

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My Statements

Input all details by selecting in drop down option and click on Submit

Customer can mention


comments in remarks
column, if necessary.

Click on Acknowledge
to confirm Statement
(COB)
5/
My Invoices

Input all details by selecting in drop down option and click on Submit

Customer should select in


drop down either
1. Found Correct &
Accepted
2. Others.
When “others” is selected,
remarks column is popped out
to write comments like any
loss or damage etc.

Click on Confirm to
acknowledge the receipt of
Material (Invoice).

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SMS during COB & Invoice confirmation

Statement (COB) confirmation

Once the COB is confirmed, customer will get an SMS to registered mobile as :

“Dear Customer, You have confirmed Statement of account against customer code
TG01TS0018 with closing balance as debit INR 1,23,113.00 by end of Sept’20.
Thank you, Bharathi Cement / Vicat”

Invoice confirmation

Once invoice is confirmed, Customer & Ship to “Dear Customer, You have confirmed receipt of
party (in case of Non Trade) will get an SMS to their OPC53PPL vide Invoice No. 2070027087 dtd.
09/10/20, Qty. 30 MT, through Truck No.AP10AE
registered mobile as : 1013 with remarks as 1 bag short. Thank you,
Bharathi Cement / Vicat”

Once invoice is confirmed, Truck Driver will get “Dear Trucker, Invoice No. 2070027087 dtd.
09/10/20, Qty. 30 MT, through your Truck No.
an SMS to the mobile no. entered in Invoice as :
AP10AE 1013 is acknowledged by customer with
remarks as 1 bag short. Thank you, Bharathi
Cement / Vicat”

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My Credit Notes

Details of Credit notes issued to Customer will be displayed …..

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My Receipts

Details of Receipts (collection) from the customer will be displayed…..

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CRM APP download

CRM App can only be downloaded in Android Mobile phones.

For Desktop / Laptop / I Phone, CRM can be accessed through URL


URL : https://crm.bharathicement.com

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