Scenario background
With the rapid development of the digital era, corporate sales models continue to update, especially pharmaceutical industry companies, need to strengthen information system planning and integrate business, finance and information construction to support the implementation of management transformation.
In the internal management of pharmaceutical companies, the discount scenarios in the pharmaceutical industry are diverse, the management chain is long, the process efficiency is low, and the rebate policy is flexible and changeable, and there are certain tax risks. Pharmaceutical companies need to sort out all rebate scenarios, clarify the principles of discount redemption, return to the essence of the business, and establish a compliant discount management system for the pharmaceutical industry.
Business difficulties
Function introduction
Sales discount scenario mainly involves the following modules, including business type, rebate policy, rebate calculation, financial review, redemption application, and red notice.
The functions of each module include:
- Business type: payment business type, sales volume rebate, distribution subsidy, price difference compensation;
- rebate policy: customer category, rebate type, payment method;
- rebate calculation: calculated based on rules, policies, sales details, and payment;
- Financial review: Finance will review and confirm the rebate calculation results and generate corresponding vouchers;
- Redemption application: The business submits a redemption application and generates a discount certificate online;
- red notice: issue paper invoices based on customer red tickets from the rebate system;
The implementation of sales discount scenarios based on the pharmaceutical industry requires data import into the ERP system. After entering the rebate system for calculation, the results are returned to the front end. SRM system.
In the sales discount scenario, taking into account the complexity of the rebate calculation logic and the large amount of data calculation across platforms, in order to reduce the system load and improve calculation efficiency, a calculation engine solution is introduced.
How to use Defan Cloud to solve sales discount scenarios in the pharmaceutical industry. It can open up major business modules such as corporate sales, discounts, policy management, and financial management. While making tedious work simple, greatly improves work accuracy. efficiency and business compliance, 100% improving the work efficiency and experience of business personnel.
Key functions
% discount management module
- Receipt quality
"Receipt quality" is divided into different business lines. We calculate the receivables based on the cash collection ratio and time acceptance ratio of receivables in the same business line quality.
- Discount calculation
The "Discount calculation" module includes total sales, discounted sales, total discount amount and the discount amount to be applied for.
Calculate discount data based on "refund quality" and sales data, calculate rebate based on customer type and rebate varieties, and filter out non-rebate varieties at the same time.
- Discount calculation details
Calculate the discount return data based on the company's existing sales data. Each piece of sales data must be calculated for rebates, including total sales of the current variety, discounted sales, discount amount, etc.
- Discount data calls sales data
In the Defan Cloud system, sales data can be quickly called through discount data for convenient data calculation.
Redemption application module
- Redemption application
Calculate the rebate results based on the basic sales information and policies, and make corresponding redemption applications based on the rebate results.
- Redemption application approval process
For different redemption types, you need to upload the corresponding discount certificate and red notice to complete the approval.
- initiates the corresponding redemption application
. When the sales volume is greater than the redemption application amount of bill of materials , the merger of the bill of materials can be completed according to actual needs.
The complete approval process
is as follows: After the user initiates the redemption application, submit the approval process. After passing the financial and financial management approval, the discount certificate needs to be uploaded. The system generates the corresponding discount certificate based on the payment information. After printing the signature and seal, it jumps to the red notice submission node to generate a tax list. After printing and sealing, the red notice is uploaded. The finance department issues a ticketing certificate based on the red notice.
protocol policy module
- policy management
front-end configurable policy rules, generate corresponding policies based on each enterprise's policy type, cash return ratio and time acceptance ratio, and set the start and end time of the policy.
- process design
design the approval flow of policy filing, with three nodes: business approval, business financial approval, and financial approval.
- Agreement management
The platform provides corresponding agreement templates. Select the expense type and business unit. After selecting the policy management, the corresponding agreement template can generate the corresponding agreement printing and approval document. To meet the needs of different departments to download, print, seal and upload agreements.
- Submit the agreement approval process
Business personnel need to print the agreement template, stamp it and upload it to the agreement printing module to follow the formal approval process.
- Policy filing
At the same time, we need to file the policy in the system.
User rebate module
For direct shipping customers, when filing policies, you need to create corresponding direct shipping customers and select discount varieties for rebates.
For non-direct delivery customers, there is no need to fill in the rebate variety. You only need to call the non-direct delivery variety policy to meet the needs of multiple customers. Generally, corresponding policies are generated based on the customer's business line, assessment business unit, customer level, and customer number.
Direct customers-Function demonstration
Non-direct customers-Function demonstration
Sales data synchronization update:
Non-direct customer variety rebates:
Project summary
Sales discount scenarios in the pharmaceutical industry generally appear in large and medium-sized enterprises. After the overall implementation of the
project, accurate accounting of sales discounts can be achieved, while improving data quality while avoiding the risk of capital losses. Online and visual execution of the discount process can also form an effective closed loop and help refine management.
In addition, enterprises can use this to conduct overall information planning for the entire chain of sales discount management and operations, establish policy and agreement management, discount calculation, discount payment and analysis systems, so that key discount information can be visualized and controlled , discount management realizes the integration of business and wealth, improves internal operating efficiency, and thereby maximizes business value.
That’s it for sharing in this issue~
In the future, Defanyun will introduce more low-code flexible ways to use to help you dismantle complex scenarios, efficiently solve business pain points, master the true capabilities of low-code, and achieve greater success. business value.
Definesyun (https://www.definesys.cn) is committed to helping organizations quickly realize the digitization of business and management by providing zero-code, low-code solutions . You can use the out-of-the-box components and functions provided by Defan Cloud to flexibly and quickly build various digital systems within your organization (for example: CRM, purchase, sales and inventory management, after-sales service, personnel management, etc.). Fulfill the digital needs of enterprises and achieve cost reduction, efficiency increase and rapid innovation of the organization.
Whether you are a professional IT technician, a consultant with a non-IT technical background, a business executive, a product manager, or a novice in the workplace, as long as you have digital awareness and product thinking, you can rely on the powerful low-end products of Defan Cloud. With code features and zero-code configuration capabilities, instantly configures and delivers digital systems, helping you become a digital master, empowering your organization while strengthening your own value.
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