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