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BUSINESS PLAN

1.1 Add Business Plan​

Add a Business Plan – Step-by-Step

Step 1: Reach the Business Plan Screen
From the main side menu, click on Marketing → Reports → Business Plan.
This will open the Business Plan Search page.

Step 2: Add a Business Plan
On the top-right corner of the Business Plan Search page, click the “Add Business Plan” button.

Step 3: Fill in Business Plan Details
After clicking on “Add Business Plan”, the Create Business Plan form will appear. Fill in the following fields:

  • Customer [Dropdown] (Mandatory) – Select the customer from the available list.
  • Plant [Dropdown] (Mandatory) – Choose the plant from the list.
  • Part [Dropdown](Mandatory) – Select the part from the dropdown list.
  • Financial Year [Dropdown](Mandatory) – Choose the applicable financial year.
  • Monthly Quantity [Text Field] (Optional) – Enter the planned quantity for each month.
    • April to March [Text Field] – Enter the quantity for April to March.

Step 4: Submit the Business Plan

  • Submit – Save the entered business plan details.
  • Clear – Reset all fields to blank.
  • Cancel – Exit without saving the details.

1.2 Search Business Plan​

Search a Business Plan – Step-by-Step

Step 1: Enter Search Screen
On the Business Plan Search page, you can search in different ways:

  • If no filter is given, click Search to see all Business Plans.
  • If you entered a Part Name, only the matching Business Plan(s) will be shown.
  • Part Name [Text Field] (Optional) – Enter or select the part name to search specific plans.
  • Financial Year [Dropdown] (Optional) – Select the financial year for which the business plan should be searched.

Step 2: Search or Clear

  • Search – Fetches results based on selected filters.
  • Clear – Resets all fields to default.

Step 3: Upload Plan Sheet
You can also upload or download plan sheets from this screen:

  • Browse – Select and upload a plan sheet (File should be Excel and file size limited to 3MB).
  • File Clear – Remove the selected file.
  • Financial Year – Select the financial year applicable for the uploaded plan.
  • Upload Plan Sheet – Upload an Excel file containing monthly plan data. (Maximum file size: 3 MB).
  • Download Plan Template – Download the standard Excel template to prepare and upload business plan data.
  • Generate Business Plan – Automatically generate a business plan based on the uploaded file.

Step 3: View Results
The table displays all business plan entries matching the search criteria with the following columns:

  • S.No – Serial number of the record.
  • View/Edit [Icons] – Options to view or edit the selected plan.
  • Part Name – Name of the part.
  • Customer Name – Associated customer name.
  • Plant Name – Plant associated with the plan.
  • Financial Year – Financial year for the plan.
  • Monthly Quantities [Text Fields/Values] – Quantities planned for each month from April to March.

1.3 Edit Business Plan​

Edit a Business Plan – Step-by-Step

Step 1: Access the Edit Page
In the search results, click next to the Business Plan you want to update.

Step 2: Update Information View/Edit
Modify the following details as required:

  • Customer, Plant, Part, or Financial Year – These fields are fixed and cannot be modified.
  • Monthly Quantities (April to March) – You can edit the quantity values for each month as required.

Step 3: Save Changes

  • Submit – Save the entered business plan details.
  • Clear – Reset all fields to blank.
  • Cancel – Exit without saving the details.

That’s it! You’ve learned how to ADD, SEARCH, and EDIT a Business Plan using the DMeX app.
For further assistance, please contact the DMeX Support Team.