CSDS Contact Approval at Gofrugal HQ serves as a system to manage the creation of contact masters from the Outlets. When you set up a contact master, like a supplier or customer, it won't be added to the HQ contact master automatically. Instead, the HQ admin must review and approve the request through the CSDS Approval screen.

Understanding CSDS Contact Approval at Gofrugal HQ:

Key Points:

• Purpose: Manages the creation of new contact masters (suppliers, customers, etc.) from outlets.

• Process:

1. Outlet Request: An outlet submits a request to create a new contact master.

2. HQ Review: The HQ admin reviews the request on the CSDS Approval screen.

3. HQ Approval: The HQ admin either approves or keeps the requests as is.

4. Contact Master Creation: If approved, the new contact master is created in the HQ system.

Potential Benefits of CSDS Contact Approval:

• Data Consistency: Ensures that all contact information is accurate and consistent across the entire organization.

• Centralized Control: Provides centralized control over the creation of new contact masters.

• Risk Mitigation: Reduces the risk of errors and inconsistencies in contact information.

Possible Challenges and Considerations:

• Approval Bottlenecks: If the HQ admin is overwhelmed with requests, it can lead to delays in the approval process.

• Communication Gaps: Miscommunication between the outlet and HQ can lead to errors and delays.

Let's take a look at how the complete process operates in CSDS Contact Approval.

 Create a Contact Master in the outlet, using Soumin Kumar Saha as our example.

 Check whether the contact got created in the HQ Contact Master or not.

1. Navigate to MDM > Contact Master Management > Contact Master.

2. Search for the keyword SOUMIN in the contact name field.

3. Navigate to MDM > Contact Master Management > CSDS Contact Approval.

4. Select the Master & Main Outlet from the drop-down menu, then click the Go button.

You can find the name SOUMIN KUMAR SAHA here.

5. To proceed, check the box in the Select column, then click the Approve button.

Note: You can easily approve all contacts at once by clicking the Select All button.

Note: Once the approval process is complete, the "Approved Successfully" message will appear on the screen.

If you look up the contact name SOUMIN KUMAR SAHA, you'll discover it in the Contact Master.

Important Configurations:

The Auto Customer Approval feature needs to be turned off in the HQ Setup Configurations. To do so:

1. Navigate to Admin > Configuration > Setup Configuration Settings.

2. Find Other Configurations on the left side and give it a click.  

3. Look for Auto Customer Approval on the right side. It should be set to Disabled by default. Keep it disabled to ensure that the approval process runs smoothly.

Note: Auto Customer Approval operates in three different modes, which are outlined below.  

• Disabled: In this mode, auto customer approval is turned off. Customers must be approved manually through the CSDS Contact Approval screen.  

• All Customers: Here, every customer, whether added quickly or created from the Customer Master, will be automatically approved.  

• Loyalty Customers with Card: This mode allows only customers who possess loyalty cards to be auto-approved, primarily for centralized loyalty management.

Note: By default, quick add customers are not included in the HQ automatically. To include them, we need to enable a few settings in the software [HQ].

From HQ, activate the option listed below in the Centralized Tools Configuration.

For RPOS7 HQ, search for Dont save quick add customer in master, check the box and enable it.

For RPOS6 HQ, search for Save Quick add customer with Credit allowed as Yes, check the box and enable it.