Skip to main content

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:

  • Choose Plan Sheet to Upload [Label] – Heading above the file picker; click Browse underneath it to 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] – One column per month of the financial year, labelled April, May, June, July, August, September, October, November, December, January, February, March, each showing the quantity planned for that month.

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 [Dropdown] – You can change the customer while editing a business plan.
  • Plant [Dropdown] – You can change the plant in edit mode. The plant list is refreshed based on the selected customer.
  • Part [Dropdown] – You can change the part during edit.
  • Financial Year – This field remains fixed in edit mode 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.