PharmaOps — Sales & Distribution Management

Total Secondary Sales

💊

—

DP value this month

Achievement

🎯

—

MRs on target: —

Active Doctors

👨‍⚕️

—

Across all territories

Visits Today

📍

—

Active Chemists: —

Territory-wise Sales

Primary sales by territory

Monthly Sales Trend

Last 6 months performance

MR Performance Snapshot

Target vs achievement this month

LIVE

MR Name	Territory	Target (DP)	Achieved	%	Doctor Visits	Chemist Visits	Orders
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Doctor CRM

All Doctors

Top Prescribers

Performance

Doctor Name	Specialty	Territory	Chemist Links	Month Attributed	Achievement	MR Assigned	Status	Actions
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Chemist CRM

Mapped to distributors

Chemist Name	Area	Distributor	Linked Doctors	Last Order	Monthly Purchases	Status	Actions
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Distributor Management

Active distributors across territories

Distributor	Territory	Chemists	Last Upload	Sales Value	Contact	GST Number	Status	Actions
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Product Master

Product Name	Composition	Pack Size	MRP	DP	Category	Status	Actions
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Territory Management

HQ territories, outstations & TA/DA rates

Territory Overview

Territory (HQ)	MRs	Doctors	Chemists	Month Sales	Actions
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Territory Achievement

Outstations

Areas under each territory HQ — MRs earn TA/DA when visiting these

Outstation Name	Territory (HQ)	TA Rate (₹/trip)	DA Rate (₹/day)	Actions
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Excel Upload

Legacy / Emergency use only

🔄

Secondary Sales now auto-calculated from Orders

You no longer need to upload distributor Excel files for day-to-day operations.
When an order is marked DELIVERED, secondary sales attribution happens automatically:

📦 Order with Chemist

Attributed directly to that chemist's linked doctors

🏭 Order without Chemist

Weighted split across all distributor's chemists based on historical purchase patterns

⚠ When to still use Excel Upload: Only if a distributor sold products completely outside the app — no MR order was placed and you have no record of the sale. Use this as a fallback to capture those off-books transactions.

Upload Pipeline

○ Read Excel rows (Chemist Name · Product · Qty)

○ Fuzzy-match chemist name

○ Fetch linked doctors for chemist

○ Look up product DP value

○ Split attribution across linked doctors

○ Update MR target achievement

○ Recalculate commissions

Required Excel Format

Chemist Name	Product Name	Quantity
Sai Medical Store	Amoxycillin 500	50
Krishna Medicals	Metformin 1g	100
Apex Pharmacy	Atorvastatin 20	30

Note: Chemist and Product names must match records in the system. Fuzzy matching is applied.

Recent Uploads

Filename	Distributor	Total Rows	Processed	DP Value	Status	Date	Errors
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Import / Export

Bulk upload or download your master data

⬆ Import

⬇ Export

Step 1 — Download Sample File

Choose what you want to import, download the sample Excel, fill it in, then upload below.

Tips:
• Do not change column headers
• For Doctors: Territory name must match an existing territory
• For MRs: Territory name must match an existing territory
• Leave the ID column blank — it's auto-generated

Step 2 — Upload & Import

What are you importing?

Select Excel File (.xlsx)

Visit Logs & GPS

Field visit tracking

Recent Visits

Date	MR	Contact	Type	Remarks	Duration	GPS	Status	Action
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MR Visit Summary — This Month

Order Entry

Primary sales orders from chemists via MR

Total Orders

—

Order Value

—

Pending

—

Fulfilled

—

Payment Due

—

💡 Marking an order DELIVERED automatically updates secondary sales, target achievement and commission.

Order ID	Date	Bill To (Distributor)	Ship To (Chemist)	MR	Items	Value	Payment	Status	Actions
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Sample Inventory Tracking

Physician samples distributed by MRs

Sample Stock by Product

Product	Allocated	Distributed	Balance	Status	Action
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MR-wise Sample Distribution

MR	Issued	Given to Drs	Balance
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Attendance Management

Punch In/Out with GPS verification

🕐 Attendance

🏖 Leave Requests

Today's Summary

—

Present

—

Absent

—

Attendance %

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Today's Punch Log

Name	Type	Date	Reason	Status	Balance	Approved By	Actions
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Name	Territory	Annual	Sick	Casual	Other
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Target Management

DP Value Based Monthly Targets

Company Target

—

Achievement

—

— achieved

Days Remaining

—

MRs On Target

—

MR-wise Target vs Achievement

MR	Target (DP)	Achieved	%	Gap	Trend
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Commission Engine

Monthly commission calculation & approval

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Total Calculated

—

Approved

—

Pending Approval

—

Total Paid

—

👤 MR Commission

🩺 Doctor Commission

MR Commission Ledger

Based on MR target achievement tiers

MR Name	Achievement	Rule	Base (DP)	Rate	Commission	Status	Action
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Doctor Name	Specialty	Territory	Assigned MR	Secondary Sales (DP)	Rate	Commission Due	Status	Action
Click "Calculate Doctor Commissions" to load

Expenses — TA/DA

MR monthly travel & daily allowance claims

Total TA

—

Total DA

—

Total Amount

—

Approved

—

MR Name	Territory	Month	HQ Days	Outstation Days	Total TA	Total DA	Total	Status	Actions
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Company Settings

Business profile used on invoices, cash memos and bills

Company Identity

Company / Firm Name

Registered Address

Phone

Licences & Registrations

GST Number

Drug Licence Number

Company Registration No. (CIN)

Bank Details (shown on invoice for NEFT/RTGS)

Bank Name

Account Number

IFSC Code

Preview — Bill Header

—

💡 These details appear on every Cash Memo and invoice generated from the system.

Leave Policy

Annual Leave Default

Sick Leave Default

Casual Leave Default

Other Leave Default

Annual Carry Forward Max

Apply these defaults to all existing employees in this tenant now.

Stock Inventory

Product stock levels, receipts and movements

Product	Category	Pack	MRP	DP	Stock	Min Stock	Status	Actions
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User Role Control

3 roles: Admin · Manager · MR

Name	Email	Role	Territory	Last Login	Status	Actions
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MR Application

Live mobile PWA — works on any device

📱 PharmaOps MR Mobile App

Share this URL with MRs · Works offline · Add to Home Screen for native feel

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📱

Loading MR data...

📱 How to Use as Mobile App

Android / iPhone:

1. Open this URL in Chrome or Safari

2. Tap browser menu (⋮)

3. Select "Add to Home Screen"

4. It installs like a native app

⚡ MR Quick Actions

Quarterly Sales Report

Target vs Achievement — Quarter-wise

Q Target

—

Q Achieved

—

Achievement %

—

Total Commission

—

MR Performance — Quarter

MR Name	Territory	M1 Target	M1 Achieved	M2 Target	M2 Achieved	M3 Target	M3 Achieved	Q Total Target	Q Achieved	%	Gap	Visits	Orders	Commission
Select year & quarter then click Load

Tour Planner

MR daily visit plans & route management

Select a day to view plans

GST & Invoices

GSTR-1 summary and invoice management

Taxable Value

—

Total GST

—

Invoice Total

—

Total Invoices

—

B2B Supplies (Chemists with GSTIN)

Invoice No	Date	Party	GSTIN	Taxable	CGST	SGST	Total	Action
Select month and click Load

B2C Supplies (Unregistered)

Invoice No	Date	Party	Taxable	GST	Total	Action
Select month and click Load