Capabilities

Everything your team needs.

Built specifically for pharmaceutical secondary sales — not a generic ERP with pharma bolt-ons. Every capability below exists because a real reporting cycle needed it.

Medica ERP
Marg ERP
EasySol
Prompt ERP
Custom ERP
Local software

The shape of it

What the platform actually does.

Four numbers that describe the shape of the product rather than a customer outcome we would have to qualify.

Stockist ERP formats

Marg, Medica, EasySol, Prompt, and the long tail of local software.

Fields normalised

From opening stock through to batch and expiry, per product per period.

Changes asked of stockists

No portal, no template, no software for them to install.

Source of truth

One database behind every dashboard and export.

Capability 01

Multi-format ingestion

Accept Excel, CSV, PDF and TXT from any stockist ERP — Marg, Medica, EasySol, Prompt, or a system nobody has heard of.

Excel workbooks, including multi-sheet and merged-header layouts
CSV with detected delimiter and encoding
Fixed-width and delimited TXT from older local software
Digitally generated PDF stock statements
No template for the stockist to fill in, and no column order to enforce

Capability 02

Smart normalisation

Automatically extract and standardise more than ten fields, including opening stock, purchase quantity, sales value and closing stock.

Product name
Opening stock
Purchase quantity
Purchase value
Sales quantity
Sales value
Closing stock
Free quantity
Sales returns
Batch number
Expiry date
Rate per unit

Capability 03

Persistent product mapping

Map stockist names to your master catalogue once. Applied on every future upload, with no repetition.

Stockist name resolved to your master catalogue entry
Confirmed once, by the person who knows the stockist
Applied automatically on every subsequent upload
Pack-size and strength variants kept distinct rather than collapsed
Unmapped names surfaced for review instead of silently dropped

Capability 04

Role-based workflow

A structured MR to Area Manager approval chain, so data quality and accountability are built into the process.

MR sees only their own assigned stockists
Area Manager review queue across their MRs
Approve, or reject with a note the MR can act on
Nothing reaches a dashboard unapproved
Full submission history per stockist and per period

Capability 05

Territory intelligence

Drill down by territory, division, product line or individual MR, and understand the market as it actually is.

Drill down by territory, division, product line or SKU
Compare one division against another on the same geography
Per-MR coverage and submission discipline
Period-on-period comparison at any level

Capability 06

Centralised database

One clean, unified database — a single source of truth for secondary sales across the whole organisation.

One record per product, per stockist, per period
Consistent field names regardless of source format
Complete history rather than the current month only
A single dataset behind every dashboard and export

By role

Three people, three jobs

The platform is shaped around who is actually doing the work at each stage — which is why the MR side is almost featureless and the leadership side is almost entirely analysis.

Medical Representative

The person who actually collects the data. Everything they touch is designed to take under two minutes and to require nothing they don’t already know how to do.

See their assigned stockists, and only those
Upload a monthly statement in whatever format the stockist sent it
Confirm the mapping for any product name the system hasn’t seen before
Track whether each submission is pending, approved or returned
Submit on day one of the job, with no training session

Area Manager

The quality gate. Nothing reaches a dashboard until an Area Manager has looked at it, which is what makes the numbers defensible in a review meeting.

Work a review queue of submissions across their MRs
Compare a month against the previous one to catch anomalies before approval
Approve, or reject with a note the MR can act on
See which stockists in the area have not reported yet
Roll their area up into a single territory view

Sales leadership

The reason the platform exists. Once the data is clean and approved, the questions leadership has always wanted to ask become answerable in a click.

Compare divisions against each other and against target
Find slow-moving SKUs by region before they become write-offs
Read stock turnover to plan production against real demand
Evaluate MR effectiveness on coverage and submission discipline
Work from one dataset rather than five reconciled spreadsheets

At a glance

The whole platform, on one screen

For the person who has to summarise this to somebody else.

Summary of PharmeXa capabilities and the role each one serves.
Area	What PharmeXa does	Who it serves
Ingestion	Reads Excel, CSV, TXT and digital PDF from any stockist ERP, with no template	MR
Normalisation	Extracts and standardises twelve stock and sales fields per product	PharmeXa
Mapping	Resolves stockist product names to your master catalogue, permanently	MR
Review	Approval queue with anomaly comparison; approve or reject with a note	Area Manager
Submission	Upload in any format the stockist exported, fully attributed and traceable	MR
Analysis	Territory, division, product and MR dashboards over approved data only	Leadership
Data	One centralised database with full period history as the single source of truth	Everyone

Request a demo Which ERPs and formats are supported

How the engine works

Three mechanics do most of the work.

Ingestion that assumes nothing, mapping that only has to happen once, and an approval gate that makes the output defensible.

Standardisation

Twelve fields, one shape

Opening stock, purchases, sales, closing stock, batch, expiry and the rest — extracted from whatever column the stockist happened to put them in, and written out in your company’s own field names.

Column layout detected per upload, not read from a saved template
A reordered or renamed column does not break the month
Multi-sheet workbooks and merged headers handled

Persistent product mapping

Map once. Never again.

The first time a stockist’s shorthand appears, the person who knows that stockist confirms it. From then on the same name resolves itself — which is why month two costs a fraction of month one.

Pack-size and strength variants stay distinct
Unmapped names surface for review rather than being dropped
Corrections apply forward; history stays reproducible

Accountability

Every figure has a name against it

Submissions enter an Area Manager queue. Nothing appears in reporting until it is approved there, and a rejection returns to the MR with a note they can act on.

Pending and returned submissions excluded from every metric
Rejection is a normal path, not an exception
Full submission history per stockist and period

The full workflow

Core capabilities