CDMS INSTALLATION AND TRAINING SOP

Partner Hierarchy and Categories in Lenovo’s sales

1. T1 Partners (National Distributors)

  • T1 partners also known as National Distributors.
  • T1 partners are Lenovo’s primary distribution channel.
  • They handle large-scale distribution and ensure product availability across the entire country.
  • Supply products to various T2 partners.
  • Serve as the backbone of Lenovo’s national sales network.

2. T2 Partners (Segmented into various verticals)

  • T2 partners are Lenovo’s intermediaries who sell products to T3 partners or directly to end customers, depending on the vertical
    • T2 Vertical Categories
      • RD (Regional Distributors)
        • Manage Sales and distribution in specific regions.
        • Play a crucial role in fulfilling regional demand.
      • LES (Lenovo Exclusive Stores)
        • Dedicated retail outlets that sell only Lenovo products.
        • Focused on providing an exclusive Lenovo experience.
      • LMB (Large Multi-Brand Retailers)
        • Retailers that sell Lenovo products alongside other brands
        • Ex: Large consumer electronics stores.
      • LFR (Large Format Retailers)
        • Chain stores with a large physical presence.
        • Typically cater to mass-market customers.
      • Online Partners
        • Third-party online platforms that sell Lenovo products.
        • Ex: Amazon, Flipkart, etc.
      • E-Commerce (Lenovo.com)
        • Lenovo’s direct online platforms for selling products.
      • One Time Partners (Non-Rebated)
        • Inactive partners or one-off resellers.
        • Can include end customers purchasing directly.

Segments

We have two segments: 1. Consumer , 2. Commercial

  • Consumer Segment (B2C – Business to Consumer):

    • The Part of a brand’s business that targets individual customers who buy products or services for personal use.

  • The categories that are under consumer segment:

    • LES – Lenovo Exclusive Store
    • RD – Regional Distributors
    • Visual RD – Visual Regional Distributors

Note

These three can only make sales to T3

  • Commercial Segment (B2B – Business to Business): The part of a brand’s business that targets organizations, enterprises or professionals who buy products or services for work or operational purposes.

  • The categories that are under commercial segment:

    • SMB (SRD) – Small Medium Business / Small Regional Distributors
    • LEP – Lenovo Exclusive Partners

Note

SMB can make sales to T3 and LEP

Channel Data Management System (CDMS)

A Channel Data Management System (CDMS) is used for managing and analyzing data that comes from a company’s sales channels (distributors, dealers, resellers, retailers or partners). Main Uses of a CDM System:

  • Sales Data collection – Captures data from different partners about sales of products.
  • Data Integration – Consolidate sales data from multiple channels into a single Platform.
  • Batch Upload & Processing – Helps Partners upload bulk sales transactions easily.

CDMS INSTALLATION PROCESS (Existing partner)

Note

CDMS works only in Microsoft edge browser

Step-by-Step Installation Process

1. Accessing CDMS Portal

  1. Open Microsoft Edge browser.
  2. Enter the following link in the address bar: ➝ https://idg-cdms.lenovo.com

2. Configuring Microsoft Edge Settings

  1. Click on the three dots (⋯) at the top-right corner of Edge.
  2. Select Settings → Default Browser.
  3. Under “Allow sites to be reloaded in Internet Explorer mode (IE mode)”, select Allow from the dropdown.
  4. Click Restart to apply changes.

3. Updating Internet Options

  1. In the same settings page, scroll down to Internet Options and click the arrow icon.
  2. A new window opens → Go to the Security tab.
  3. Select Custom Level.
  4. Enable the following under .NET Framework:
    • Loose XAML
    • XAML Browser Applications
    • XPS Documents
  5. Click OK, then select Yes in the alert box.

4. Adding CDMS to Trusted Sites

  1. Under Select a Zone → Trusted Sites, click Sites.
  2. Untick the checkbox at the bottom (Require server verification…).
  3. Enter the CDMS URL: ➝ https://idg-cdms.lenovo.com
  4. Click Add → Close → Apply → OK.

5. Reloading in IE Mode

  1. Again, click on the three dots (⋯) in Edge.
  2. Select Reload in Internet Explorer Mode.
  3. A popup will appear with two options – select Allow (second option first, then the first one).

6. Registration Process

  1. The CDMS page refreshes and prompts a Run option → Click it.
  2. Enter the required registration details.
  3. Click Register.
  4. Approval request is now generated for CDMS.

7. Admin Approval Process

  1. Open the CDMS portal.
  2. Login with Username & Password.
  3. Navigate to: Dashboard → Administration → Access Control → Access Control T2 Partner.
  4. Search using the Trader’s Name or select the last entry under In-Process (new registrations).
  5. Click Edit.
  6. Add the partner’s Address (if multiple, select the last one).
  7. Tick the required checkboxes under Partner Details.
  8. In Remarks, type Approve.
  9. From the dropdown, select Approve.

8. Final Partner Activation

  1. Ask the partner to refresh the CDMS page.
  2. OTP validation will be triggered → Partner must confirm OTP.
  3. Login credentials (Username & Password) will be sent to the registered email ID.
  4. Partner logs in with new credentials.
  5. If the page loads successfully → CDMS Installation is complete.

CDMS Installation for New Partner

If partner is new to the CDMS you must send mail to Gayathri for asking approval in this below format.

  • The Installation process is same, after getting approval from Gayathri R3 then only installation needs to be done.

Note

For Regional Distributors (RD) no need of Heartbeat ID

  • After installation, again needs to send mail to Gayathri R3 for partner id Update.

Note

The below format is used to send details of partner id update.

  • CDMS user id last 4 digits is partner id.

CDMS Training – System Usage

Step 1: CDMS Dashboard Overview

  1. The CDMS Dashboard provides visibility into:
    • Sales Submission Status – Submitted, In-Progress, Exception, Rejected, Accepted.
    • Sales Return Status – Inward & Outward Returns.
    • DOA Submitted Status – Inward & Outward DOA.

Step 2: Recording a New Sale

  1. Go to New Sale → Barcode Scan.
  2. Enter Customer Invoice Number (Bill Number).
  3. Select BP Category.
  4. Add T3/End Customer Name by clicking (+).
  5. If GSTIN is available, enter it; otherwise select No GSTIN.
  6. Click Start → Scan barcode.
  7. Verify details under Scanned Items Details.
  8. Click Submit if correct.
    • If incomplete → Click Save (appears under Pending Invoices).
    • If incorrect → Click Reset.

Step 3: Batch Upload (Manual Sales Entry)

  1. Use the Batch Upload Template.
  2. Attach the Excel file → Browse → Upload → Submit.
    • Ensure date format is yyyy/mm/dd.
    • Barcode must be 20 digits.
    • GSTIN values must be valid (NO GSTIN if not available).

Step 4: Sales Returns

  1. Inward Return
    • Returned from T3/End Customer → T2 Partner.
    • Must be entered in CDMS before resale to avoid duplication.
  2. Outward Return
    • Returned from T2 Partner → T1 Distributor.
    • Used for unsold stock.
    • Must be entered in CDMS before stock is reversed.

Step 5: DOA (Dead on Arrival) Management

  1. Inward DOA
    • Product returned by T3/End Customer → T2 Partner because it is non-functional.
    • T2 must log it in CDMS and forward to Lenovo Service Center.
    • If confirmed defective, Service Center issues DOA Certificate.
  2. Outward DOA
    • T2 returns the defective product to T1 with DOA Certificate.
    • Must be entered in CDMS before refund/replacement.

Step 6: Inventory Management

  1. Excel Upload
    • Partners can upload stock in an Excel file with a single column: Barcode.
    • Used to track current stock.
  2. Inventory Report
    • Generate and validate reports on stock and movement.

Step 7: Reporting

  1. Generate reports for:
    • Sales Data (Sell-Thru, Sell-Out).
    • Returns & DOA.
    • Inventory Tracking.
  2. Reports can be downloaded using filters (Store ID, Client ID, Contract Number).

Note

  • Barcode format = 20 characters (2 char’s prefix + 10 chars MTM + 8 chars Serial number).
  • Always validate date formats and GSTIN entries before submission.
  • Pending invoices must be resolved before month-end reporting.

To Download Sell-Out DSR

  1. Login to CDMS Portal (Partner End).
  2. Navigate to Reports → Sell-Thru DSR.
  3. Select Date Range (From – To).
  4. Choose one of the following options:
    • Store ID – Shows total sales done under a specific store.
    • Client ID – Shows sales done by a particular client.
    • Contract Number – Shows total sales under that contract number (each contract may have multiple store IDs).
  5. Generate and download the report for further use.