CRM For Pharma

Product Classification :-

  • Division wise – Cardiac, Opthalmic, Derma etc.
  • Specialities wise – Orthopaedic / Paediatriacian / Dermatologist et.
  • (A product can be assigned to multiple specialities)
  • Therapeutic Segment wise – Iron Supplements / Hormones / Expectorant & Mucolytic etc.
  • Dosage Form : Tablet / Capsule / Eye Drops / Ear Drops / Ointment etc.
  • Product Type : Scheduled Drug / Non Schedule Drug / Cosmetic Product etc.
  • Pack Type : Blister / Sachet / PE Tube etc.
  • Contents : Aceclofenac 1.5% w/w, Linseed Oil 3% w/w, Methyl Salicylate 10% w/w.
  • Menthol 5% w/w, Capsaicin 0.025% w/w & Benzyl Alcohol 0.1% w/w Gel
  • Etc.

Packing Master :-

  • Type of Pack – Bottle / Strip / Vial / Ampule / Nos
  • No. of units in one pack
  • No. of packs in a Box Pack. And finally No. of Boxes in Shipper Pack
  • So that while order receipt the exact Box pack and Shipper pack is shown.

Party/Distributor Classification :-

  • Location wise – Zone / State / Region / District / City wise classification
  • Customer type – Institutional / Ethical etc.
  • Concern Type = Doctor / Hospital / Partnership / Pvt. Ltd. etc.
  • Salesman attached to the party. There can be multiple salesman for the party.
  • Qty Offer Slab
  • Price List Slab
  • Incentive Slab
  • Payment Terms – COD / DOD / Without COD / Advance against order etc.
  • Freight Type – Paid / To pay
  • Whether Road Permit is required or not.
  • Transporter / Courier and Travels
  • Schedule Drug Lic. No. and Non Scheduled Drug Lic. No.
  • Area Allocated to the party
  • Divisions Allocated to the party
  • Monthly target allotment
  • Contact details of all respective persons with complete details
  • Bank detail
  • Advance Chq. Received from the client will be adjusted while billing.
  • Party Block option

Price List Slabs :-

  • Multiple MRP wise slabs for a single product can be maintained.
  • PTR / PTS /Net Rate and 15 different slabs can be maintained and allotted to parties.

QTY Scheme Slab :-

  • Free qty slabs can be defined for selected items / Group of Items on the basis of
  • Amount as well as Qty.
  • Say : (i) ALL LIQUID 15% & ALL OTHER 20% if order value is more than 50000
    (ii) All Products 80% & Injectable Net Rate Offer Quantity wise Etc.

Incentive Slab :-

  • Incentive slab can be defined on target achieved i. Month wise, ii. Quarter wise iii. Annual

Order / DM / Billing :-

  • Party discount and scheme as per slab defined in the party.
  • Order entry on the basis of stock in hand.
  • Near expiry stocks can be disabled.
  • Advance cheque adjustment in Bill.
  • Dr.Notes and Cr.Notes can be adjusted in bill.
  • With / Without COD
  • If COD then previous bills can also be added to the COD amount.
  • SMS / Email of all vouchers.

Marketing / Sales :-

  • Locations – Zone, State, Region, District, Place wise reports and analysis
  • Sales Staff hierarchy – as followed by the organization viz. RM, SO, SM etc.
  • Distributors complete information and classification on various criteria. Location Mapping – Salesman Mapping – Target allocation. Detail analysis and comparison of Sales. Target to Actual.
  • Scheme and Discount slabs party wise, region wise and on performance basis.
  • Dashboards and Scoreboards for detail analysis with graphs.
    Salesman DSR, scheduling and performance tracking.
  • Additional android tab based application for Salesman tracking and ordering if required, will be charged extra.
  • Sales pipeline / CRM – Generate Leads – Leads stages from New – Prospect to Client.
  • Annual / Half yearly / Quarterly and Monthly reporting.
  • Enquiry – Quotation – Order – DM – Billing etc.

Purchase Order / GRN / Billing :-

  • Automatic Purchase Order generation on the basis of Stock in Hand / Avg. sales per month.
  • Pending Purchase and sale orders.
  • While receipt of goods , if new MRP is received then auto addition in Price List Slab.

Stores :-

  • Location / Department wise stores management
  • Indent / Material Requisition generation
  • Enquiry / Quotation/ Purchase Orders / GRN / Quality check / Purchase Invoice
  • Stores Issue / Store Receipt / Stock Transfer
  • Stock Statements / Valuation / Ageing / Movement/ Reorder Levels.
  • Vendor Evaluation on Quality and delivery time.

Stock Statements :-

  • Stock reports category wise / godown wise / batch wise / near expiry wise etc.
  • Stock ageing and movement reports.

Finance :-

  • Cash / Bank / Journal / Dr.Note/ Cr.Note Vouchers
  • Cost centre wise costing.
  • Financial books
  • Multiple year and Multiple Company financial reports
  • Debtors and Creditors Pending / Ageing and analysis.
  • Financial Ledgers / Trial Balance /

 

MIS Reports :-

  • More than 1000`s of reports to select from for deriving reports / summaries / graphical analysis etc.
  • Dashboards to see real time updates of Sales / receipts / Purchase / Expense/ Payments etc.
  • In built report generator to generate different reports as required from time to time.
  • Grouping / Sorting and filtering options available in all reports

User Roles and security :-

  • Robust user management –
  • Rights can be assigned to users for addition / modify / deletion / check and acknowledgment of vouchers.
  • Permission for selected vouchers / selected series / selected godowns.
  • Allowable days – Whether the user is allowed to enter/modify for particular date only or for last 2/3/n days.
  • In Sales/ Receipt / Payment / Journal vouchers option for payment limit to users.
  • Log maintenance – user wise with complete details of add / modify / delete / login / logout.
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