Medico SG - Samples,Gifts,Promotional Inputs Software (application)for Pharmaceutical Industry(pharma) PPT
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This document describes the Medico SG (Samples and Gifts module) process flow. It involves promotional inputs, sample allocation policies, sales performance data, and sample/gift stock and distribution details that are used to automatically generate a monthly dispatch plan based on sales representative performance. Standardized allocation policies facilitate generating the monthly sample and gift allocation in an accurate, logical, and transparent manner.
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Medico SG - Samples,Gifts,Promotional Inputs Software (application)for Pharmaceutical Industry(pharma) PPT
- 2. Medico SG (Samples and Gifts module) process flow EDI STN Template Stock Gifts, PI Template Auto GRN At Sample Stock Point PS SKU Sales SKU COG In Transit Consolidated Auto Dispatch Generation Pool sales breakup Medico SG Database Allocation Policy Stock Transfers Of PS Masters Purchase Gifts & PI Sales Master Templates Sales Data (PHY) Templates E R P CFA Locations S A L E S Masters HQ Territory Managers Customer Master Templates Sales Rep PHY Sample Dispatch Challans Medico SG Application Entered at H.O. Challan For CFA Optional Challans to Reps
- 4. Promotional Inputs & Sample Allocation Policy Auto-generation of monthly dispatch plan based on Sales Rep performance 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,
- 7. Promotional Inputs & Sample Allocation Policy Concept of Samples/PI sales group Example of mapping sales SKUs to a Samples/PI sales group Ecosprin 10x10 75mg tabs - Ecosprin sales group Ecosprin 10x12 150mg tabs - Ecosprin sales group Ecosprin 10x12 50mg tabs - Ecosprin sales group Ecosprin 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 2s Ecosprin group - PHY 101-300 per month - allocate 75 units of Ecosprin PS 2s Ecosprin group - PHY 301 and above - allocate 100 units of Ecosprin PS 2s Non Differential sampling Same allocation quantity assigned to all Reps. Burnheal group - Allocate 50 units of Timex watches to all Medical Reps
- 20. Details of Sample product master required From the ERP system Sample product code Type Whether PS/Gift/PI Sample product name Pack Alternate Name Status whether discontinued UOM Scheduled / Non scheduled Short expiry days Production batch size Therapeutic group Molecular group Brand PMT team Qty per shipper Qty per box Qty per pack Shipper weight Updated manually by Sales Admin Sample product code Sales Product group Allocation in multiples of Minimum Allocation Maximum Allocation Standard Allocation
- 21. Details of Sales product master required From the ERP system Sales product code (ERP) Sales product code (Sales) Product name Sales product group Pack Alternate Name Status whether discontinued UOM Scheduled / Non scheduled Short expiry days Production batch size Therapeutic group Molecular group Brand PMT team Updated manually by Sales Admin Sales product code Sales Product group
- 22. Details of Sales field staff masters required From the Sales & Distribution application MSR/Territory code Territory name HQ code Pool territory indicator Area Manager code Regional Manager code Sample supply location Updated manually by Sales Admin MSR/Territory code Employee code Employee name Address line 1 Address line 2 Address line 3 Address line 4 Destination State Mobile Number Telephone Email ID Transporter name PAN number Status Date of joining Zone code HQ code HQ Name Number of MSRs Area Mgr code Area Mgr name Regional Mgr code Customer code Regional Mgr name Customer Name Destination State Territory code
- 23. Samples/Gift Stock Transfer Template From the ERP system Stock Transfer Note number Stock transfer date ERP sample product code Batch number Expiry date Manufacturing date Manufacturing location Transfer rate Transfer quantity COG Rate RM/PM component of rate Excise duty component of rate Overhead component to be added to COG LR Number LR date No of cases Full shippers
- 24. Sales Performance details template for samples From the Distribution system Company code - Not Null Financial year - Not Null Month - Not Null Territory code - Not Null Pool indicator - Not Null Customer code - Not Null Sales product code (Sales) Not Null Sales product code (ERP) Net Sale quantity Net Sale value Sales return qty (Saleable goods) Sales return value (Saleable goods) EBS return qty (Expiry/brkg/spoilt) EBS return value (Expiry/brkg/spoilt)
- 25. Sample conversion at CFA location details template From the distribution system Company code - Not Null Financial year - Not Null Month - Not Null Depot/CFA code Sales product code (Sales) Not Null Sales product code (ERP) Quantity converted Rate Division to which disbursed ERP Update parameter 1 ERP Update parameter 2 ERP Update parameter 3