medico samples,gifts & promotional inputs software

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Medico – SG Samples & Gifts Distribution Enterprise SD Applications Sales & Distribution Finance Marketing & Product Management Secondary Sales Excel Software & Systems Pvt. Ltd. envision, exceed, excel!

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DESCRIPTION

Medico SG is a samples and gifts distribution and monitoring system with the following features: •Auto allocation of samples, gifts and promotional items to field staff based on sample allocation policy and sales performance at the sales product level. •Auto dispatching samples, gifts and promotional items based on available stocks •Facilities for bulk allocation, generating dispatches automatically. •Batch-wise stock of samples, stock of gifts and promotional inputs •Reports showing pending allocations, dispatch registers, stock statements etc.

TRANSCRIPT

Page 1: Medico samples,gifts & promotional inputs software

Medico – SGSamples & Gifts Distribution

Enterprise SD Applications

Sales & DistributionFinance

Marketing & Product ManagementSecondary Sales

Excel Software & Systems Pvt. Ltd.envision, exceed, excel!

 

Page 2: Medico samples,gifts & promotional inputs software

Gifts, PI TemplateGifts, 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

E

R

P

CFALocations

SND

HQTerritory

Managers

Customer

Masters

Master

Templates

Sales Rep PHY

SampleDispatchChallans

Medico SG Application

Entered at H.O.

Auto DispatchGeneration

ConsolidatedChallan

For CFA

Samples system data flow

Page 3: Medico samples,gifts & promotional inputs software

Product-wise Sales Performance (PHY) serves as the basis for Sample Allocation policies.

Allocation for : Jan 2011 Dispatch planned : Dec 2010 1

Current Stock

In Transit Required Deficit PHY from PHY To Allocation

Std Alloc

Max Alloc

Min Alloc

Pack size

40000 10000 36000 3000 0 2000 30 1200 30 60 20 4 tabs12000 2001 4000 40 3005000 4000 99999 50 100

Total 53000

24000 12000 35000 43000 0 3000 50 700 50 120 40 2 tabs36000 3001 5000 60 6008000 5001 99999 80 100

Total 79000

1200 1200 0 10 10 10

Ballagan 200 mg 2T

Promotional Inputs

Amaran gift (watch)

I tem Description

Save

Gifts

Samples

Allbycin 10 mg PS 4T

SAMPLE ALLOCATION POLICYAbc Co. Ltd.

Allocation policy norms GuidelinesQuantity

No. Of MSRs

Page 4: Medico samples,gifts & promotional inputs software

Sample auto dispatches to field staff

Allocation Period : 1Dispatch Period :

No

Stock Required Class A Class B Class C Class D Class EStd

AllocMax Alloc

Min Alloc

Pack size

50000 20000 50 40 30 0 0 30 60 20 4 tabs160000 32000 100 80 60 50 0 50 120 40 2 tabs

1200 400 10 10 10 10 10

ABC CO. LTD.SAMPLE AUTO DISPATCH

Dispatch cycle:

I tem Description

Quantity Field Staff Perf Class-wise allocation qty Guidelines

Dispatch Date: 15/ 07/ 2010

Aug-10

Gifts

Amaran gift (watch)

Samples

Allbycin 10 mg PS 4TBallagan 200 mg 2T

Generate Dispatches

Jul-10 Specified locationSpecified RBMSpecified StateSpecified ABMSpecified field staff

Reduction %

Club Previous month's pending allocation?

Dispatch to: Everyone

Page 5: Medico samples,gifts & promotional inputs software

Choice of manual dispatch wherever necessary

Allocation Period : 1Dispatch Period : 23122

Arun GuhaDibrugarh

No DibrugarhGolden

StockPending

Allocation

50000 50 101235 31/ 03/ 2012 30000 50101246 31/ 08/ 2012 20000

160000 100 201235 31/ 03/ 2012 100000 100201367 31/ 08/ 2012 60000

1200 10 Titan 1200 10

S av e Dis patch

SAMPLE AUTO DISPATCH

Aug-10

Destination:

Jul-10Dispatch Date: 15/ 07/ 2010

Dispatch challan:

Quantity

Batch

Club Previous month's pending allocation?

S am ples

Allbycin 10 mg PS 4T

I tem Description

Ballagan 200 mg 2T

G ifts

Amaran gift (watch)

Dispatch cycle:

Transporter:

Dispatch to:

E x piry Da te S toc k Dispa tc he d Qty

HQ:

Page 6: Medico samples,gifts & promotional inputs software

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 Navision

Sample product codeSales Product groupAllocation in multiples ofMinimum AllocationMaximum AllocationStandard Allocation

Updated manually by Sales Admin

Page 7: Medico samples,gifts & promotional inputs software

Details of Sales product master required

Sales product code (Navision)Sales product code (SND)Product nameSales product group PackAlternate NameStatus – whether discontinuedUOMScheduled / Non scheduledShort expiry daysProduction batch sizeTherapeutic groupMolecular groupBrandPMT team

From Navision

Sales product codeSales Product group

Updated manually by Sales Admin

Page 8: Medico samples,gifts & promotional inputs software

Details of Sales field staff masters required

Territory codeTerritory nameHQ codePool territory indicatorArea Manager codeRegional Manager codeSample supply location

From the SND application

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

Page 9: Medico samples,gifts & promotional inputs software

Samples/Gift Stock Transfer Template

Stock Transfer Note numberStock transfer dateNavision 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 ERP

Page 10: Medico samples,gifts & promotional inputs software

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 (SND) – Not NullSales product code (Navision)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 SND system

Page 11: Medico samples,gifts & promotional inputs software

Sample conversion at CFA location details template

Company code - Not NullFinancial year - Not NullMonth - Not NullDepot/CFA codeSales product code (SND) – Not NullSales product code (Navision)Quantity convertedRateDivision to which disbursedNAVISION Update parameter 1NAVISION Update parameter 2NAVISION Update parameter 3

From SND system