medico sg - samples,gifts,promotional inputs software (application)for pharmaceutical...
Post on 27-May-2015
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Medico – SGSamples & Gifts Distribution
Enterprise SD Applications
Sales & DistributionFinance
Business Intelligence & DSSSFA, Secondary Sales, Product management
Excel Software & Systems Pvt. Ltd.
envision, exceed, excel!
Gifts, PI Template
Auto GRNAt
SampleStockPoint
PS SKU
Sales SKU
COG
EDISTN
Template StockIn
Transit
Pool sales breakup
Medico SGDatabase
Allocation Policy
StockTransfers
Of PS
Masters
SalesMaster
Templates
SalesData(PHY)
Templates
Purchase
Gifts&PI
ERP
CFALocations
SALES
HQTerritory
Managers
Customer
Masters
Master
Templates
Sales Rep PHY
SampleDispatchChallans
Medico SG Application
Entered at H.O.
Auto DispatchGeneration
ConsolidatedChallan
For CFA
Medico SG (Samples and Gifts module) process flow
Optional
Challans to Reps
Standardized sample allocation policies facilitate generation of the monthly sample and gift allocation and dispatch plan.
Advantages:
• Automated process saves a lot of time and effort• Allocation process is more logical, accurate and transparent to the field.• Allocation is a function of sales performance for a product group.• View available stocks while planning allocation. • View depletion in stock based on the planned allocation, stock deficit if any.• Corrective steps can be taken in advance.• Standard allocation is default. Current allocation changed for a territory.• Promotional budgets are automatically checked during allocation.
Basic inputs - sales performance – medical rep-wise, product (SKU) wise – qty & value.Medico SG allows grouping of sales item SKUs into Sales Item Groups. Allocation policy can consider performance across a brand or a molecular group involving multiple SKUs,
Promotional Inputs & Sample Allocation PolicyAuto-generation of monthly dispatch plan based on Sales Rep performance
Example of mapping sales SKUs to a Samples/PI sales groupEcosprin 10x10 75mg tabs - Ecosprin sales groupEcosprin 10x12 150mg tabs - Ecosprin sales groupEcosprin 10x12 50mg tabs - Ecosprin sales groupEcosprin 10x10 100mg tabs - Ecosprin sales group
PHY of individual SKUs are clubbed into the Ecosprin Sales group and then considered for the promotional inputs and sample allocation policy. Usually previous 11 months sales excluding the current month is considered. Algorithm can be configured easily to cater to any specific requirement. The Sample allocation policy may differ for each division.
Differential sampling – Different allocation quantities Ecosprin group - PHY 0-100 per month- allocate 50 units of Ecosprin PS 2’sEcosprin group - PHY 101-300 per month - allocate 75 units of Ecosprin PS 2’sEcosprin group - PHY 301 and above - allocate 100 units of Ecosprin PS 2’s
Non Differential sampling – Same allocation quantity assigned to all Reps.
Burnheal group - Allocate 50 units of Timex watches to all Medical Reps
Promotional Inputs & Sample Allocation PolicyConcept of Samples/PI sales group
Details of Sample product master required
Sample product codeType – Whether PS/Gift/PISample product namePackAlternate NameStatus – whether discontinuedUOMScheduled / Non scheduledShort expiry daysProduction batch sizeTherapeutic groupMolecular groupBrandPMT teamQty per shipperQty per boxQty per packShipper weight
From the ERP system
Sample product codeSales Product groupAllocation in multiples ofMinimum AllocationMaximum AllocationStandard Allocation
Updated manually by Sales Admin
Details of Sales product master required
Sales product code (ERP)Sales product code (Sales)Product nameSales product group PackAlternate NameStatus – whether discontinuedUOMScheduled / Non scheduledShort expiry daysProduction batch sizeTherapeutic groupMolecular groupBrandPMT team
From the ERP system
Sales product codeSales Product group
Updated manually by Sales Admin
Details of Sales field staff masters required
MSR/Territory codeTerritory nameHQ codePool territory indicatorArea Manager codeRegional Manager codeSample supply location
From the Sales & Distribution application
MSR/Territory codeEmployee codeEmployee nameAddress line 1Address line 2Address line 3Address line 4DestinationStateMobile NumberTelephoneEmail IDTransporter namePAN numberStatusDate of joiningZone code
Updated manually by Sales Admin
HQ codeHQ NameNumber of MSRs
Area Mgr codeArea Mgr name
Regional Mgr codeRegional Mgr name Customer code
Customer NameDestinationStateTerritory code
Samples/Gift Stock Transfer Template
Stock Transfer Note numberStock transfer dateERP sample product codeBatch numberExpiry dateManufacturing dateManufacturing locationTransfer rateTransfer quantityCOG RateRM/PM component of rateExcise duty component of rateOverhead component to be added to COGLR NumberLR dateNo of casesFull shippers
From the ERP system
Sales Performance details template for samples
Company code - Not NullFinancial year - Not NullMonth - Not NullTerritory code - Not NullPool indicator - Not NullCustomer code - Not NullSales product code (Sales) – Not NullSales product code (ERP)Net Sale quantity Net Sale valueSales return qty (Saleable goods)Sales return value (Saleable goods)EBS return qty (Expiry/brkg/spoilt)EBS return value (Expiry/brkg/spoilt)
From the Distribution system
Sample conversion at CFA location details template
Company code - Not NullFinancial year - Not NullMonth - Not NullDepot/CFA codeSales product code (Sales) – Not NullSales product code (ERP)Quantity convertedRateDivision to which disbursedERP Update parameter 1ERP Update parameter 2ERP Update parameter 3
From the distribution system
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