Pharma Field Force SFA helps pharmaceutical field teams manage doctor calls, beat plans, samples, and trade in Odoo. It works with Contacts, CRM, Sales, Inventory, Accounting, Calendar, and Portal. It is field CRM and sales-force automation, not a manufacturing or plant quality suite.
Territory and CRM: Organize zones, areas, and bricks with dated force assignments. Mark partners as HCP, hospital, chemist, or stockist, with specialty, class, and brick. Brands, therapy areas, and visual aids support detailing in the field.
Planning and daily calls: Build beat templates and monthly tour plans with manager approval. Daily Call Reports cover call lines, detailing, check-in, optional GPS, submit, lock, and reopen with an audit trail. You can require an approved tour line before a call report. Check-in from the backend form can proceed without coordinates; GPS rules apply when the device sends a location.
Samples, trade, and options: Allocate, issue, acknowledge, and return promo samples from a sample stock location. Primary and POB use sales orders; secondary sell-out and chemist RCPA are optional. Targets can count primary, POB, and secondary by company settings. The Control Tower covers My Day, next-best calls (rule-based, not machine learning), team pulse, trade KPIs, and alerts. Optional switches cover schemes, CME or events, expenses, PV handoff (capture and hand off only), UCPMP gift caps, stockist portal, and geo-fence warnings. Install Website for the stockist portal. PDF reports cover call reports, tour plans, samples, targets, secondary statements, expenses, and RCPA.
