Pharma Field Force SFA is for pharmaceutical field teams that plan the month, visit doctors and pharmacies, and book orders in Odoo. Representatives live in Pharma SFA for the day. When the visit needs stock, they open standard Sales for the products, price, and order. The call report and the order point at each other.
Territory and customers. Organize zones, areas, and bricks with effective-dated assignments for medical representatives and managers. Keep doctors, hospitals, pharmacies, and stockists on Contacts with class, specialty, and brick. Maintain brands and therapy areas for detailing.
Plan, visit, write it up. Build beat templates and monthly tour plans for manager approval. The visit plan can name products to promote. On the day, open a Daily Call Report linked to that approved tour day, load planned visits, mark done or missed with reasons, record same-area substitutes, feedback, and repeat orders. Optional GPS on check-in, submission, lock, and audit trail. Next Best Call ranks doctors with rule-based scoring, not machine learning.
Samples, trade, and targets. Allocate, issue, acknowledge, and return promotional samples. Primary and POB orders use Odoo Sales. Optional secondary sell-out, chemist RCPA, schemes, CME or events, field expenses, UCPMP gift caps, and a short PV handoff case. Configure targets to include primary, POB, and secondary as needed. Stockist portal and CSV import templates are available when enabled. Install Website if the portal must open.
Control Tower and reports. Review My Day, team activity, trade indicators, targets, and alerts. PDF reports cover DCR, tour plan, sample accountability, target achievement, secondary statement, expense sheet, and RCPA. Works on Community and Enterprise. Complements pharma inventory and manufacturing. Not a manufacturing or plant quality system, and not a full pharmacovigilance database.
