A web-based workflow management platform tailored specifically for the pharma industry. This robust system supports multiple user types including sales representatives, warehouse staff, administrators, and managers, streamlining operations across the entire organization.
The application manages the complete lifecycle of pharmaceutical product sales and distribution, handling everything from quote generation to order fulfillment, customer management, invoicing, and custom reporting. It’s designed to efficiently process and track a high volume of transactions, providing real-time insights and enhancing operational efficiency.
Major Features
- Syncs data bidirectionally with the company’s Sage 300 ERP, ensuring that financial information, inventory levels, and order statuses are always up-to-date across systems.
- Built-in mobile capabilities for the company’s sales representatives and warehouse staff to access and update information in the field.
- Custom reports, workflows available to different users throughout the system based on their role, department, and access level within the company.
- Manages the company’s customers, products, quotes, orders, invoices, inventory, and shipping in one integrated platform.
- Automates the company’s quote-to-cash process, from initial quote creation through order fulfillment, invoicing, and payment tracking.
