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Manual Marg Sfa

This document is a user manual that outlines the login and reporting functions for different user roles in a medical representative (MR) software system. It describes the login process for MRs, admins, area sales managers (ASMs), and ASMs for MRs. It provides overviews of the various report submissions and utilities available to each user type, such as doctor call reports, sales reports, expense reports, product information, user management, approvals workflows, and more. The manual is intended to guide users of the different roles on utilizing the software system.

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Harris Gulzar
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0% found this document useful (0 votes)
66 views61 pages

Manual Marg Sfa

This document is a user manual that outlines the login and reporting functions for different user roles in a medical representative (MR) software system. It describes the login process for MRs, admins, area sales managers (ASMs), and ASMs for MRs. It provides overviews of the various report submissions and utilities available to each user type, such as doctor call reports, sales reports, expense reports, product information, user management, approvals workflows, and more. The manual is intended to guide users of the different roles on utilizing the software system.

Uploaded by

Harris Gulzar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 61

2011

MANUAL

DHRUV CHAUHAN
MARG COMPUSOFT PVT.LTD.
Mobile: +91 9999978752
Office: +91 11 23994444(30 Lines)
Contents
Login by MR ............................................................................................................................................ 4
Submit Reports........................................................................................................................................ 5
My TP .................................................................................................................................................. 5
Doctor DCR .......................................................................................................................................... 6
Chemist DCR ........................................................................................................................................ 8
Extra Activities ..................................................................................................................................... 9
Expanses ........................................................................................................................................... 10
Other Reports........................................................................................................................................ 11
MR Update ........................................................................................................................................ 11
Doctor ............................................................................................................................................... 11
Chemist ............................................................................................................................................. 13
Sales .................................................................................................................................................. 14
Sample Request ................................................................................................................................. 20
M.R. Utility ........................................................................................................................................ 22
Leave ................................................................................................................................................. 24
My Mail ............................................................................................................................................. 25
Login by Admin...................................................................................................................................... 26
Master Reports ..................................................................................................................................... 26
Master............................................................................................................................................... 26
Product ............................................................................................................................................. 30
User................................................................................................................................................... 32
Doctor ............................................................................................................................................... 35
Courier .............................................................................................................................................. 38
Admin Utility ..................................................................................................................................... 39
Admin Utility for MR .............................................................................................................................. 40
Approval ............................................................................................................................................ 40
Admin Utility ..................................................................................................................................... 43
Area .................................................................................................................................................. 45
DCR Report ........................................................................................................................................ 48
Doctor List ......................................................................................................................................... 54

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 2
Product competitor ........................................................................................................................... 56
Login by ASM......................................................................................................................................... 57
Submit Reports...................................................................................................................................... 57
ASM Plane Chart................................................................................................................................ 57
DCR Joint ........................................................................................................................................... 57
My Expanse ....................................................................................................................................... 57
Daily Allowance ................................................................................................................................. 57
Other Reports........................................................................................................................................ 57
A.S.M. Update ................................................................................................................................... 57
Star Doctor ........................................................................................................................................ 58
Expenses ........................................................................................................................................... 58
Leave ................................................................................................................................................. 58
A.S.M. Utility ..................................................................................................................................... 58
Sample Request ................................................................................................................................. 58
Login by ASM for MR ............................................................................................................................. 58
Main Reports......................................................................................................................................... 58
DCR Approved ................................................................................................................................... 58
Approved Expenses ........................................................................................................................... 59
TP missed doctor ............................................................................................................................... 59
Other Reports........................................................................................................................................ 59
Approval ............................................................................................................................................ 59
DCR ................................................................................................................................................... 59
Login by ASM for MR Home Page .......................................................................................................... 60
Home .................................................................................................................................................... 60
M.R. Update ...................................................................................................................................... 60
Previous Month Report ..................................................................................................................... 60
Status ................................................................................................................................................ 60

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 3
Login by MR

Enter Your User ID Enter Your Password


Click on Enter Button for Login
after enter User Id & Password

Important Note

System will not accept the Call report after 4th day of working
date.
You have to ensure that your next month TP is to be filled up to
15th of the current month.
Please note that in absence of tour program system will not accept
your reports.
You will be submitting your next month secondary sales plan of by
1ST of the month.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 4
Submit Reports
My TP
1. It should be submit till 15th of every Current month for the next month TP.

2. There are two methods first area wise, second doctor wise.

3. MR can fill his TP after 15th of current month, if he will have to take approval from admin for
pending TP.

4. Admin can get this approval automatic in approval.


Click here to submit
MTP(monthly Tour
Program) My TP

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 5
Click here to
select date
or dates for
MTP

Click here to select


area or areas for
selected date MTP

Doctor DCR

1. Date selection with in valid days only.

2. There is a option for late DCR ,if MR could not submitted his DCR with the valid days then
that date DCR will reflect on admin approval automatically, if admin approve this , then only
MR can submit his late DCR by clicking on Check box of Late DCR.

3. Area selection, Area will reflect according to TP of selected date but if MR want to divert
from TP he can click on Divert button and if he works additional then click on Additional and
if he worked other MR's area then he have to click Additional Other button.

4. Doctor selection -Doctor Name will reflect according to TP filled or selected area always.

5. Product selection, product reflects according to doctor's focus product, if MR detailed a new
product then he will have to click on new product with detail.

6. Gift/sample details can enter also according to doctor.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 6
Step-1

Click here for Submit doctors


Step-4
according DCR (Daily call
report) Doctor DCR Click here to select
doctor
Step-3

Step-2 Click here to


select Area
Click here
to select
date for
DCR

Step-5

You can Select


Visit type as
morning or
evening

Step-6 Step-7 Step-8


Step-10
Step-9
You can select Select Select You can fill details of
Designation of product business Product status
product or remarks
managers with OR status here old and new
according to doc.
whom you product.
products
worked.
Step-11 Step-12

Click here to select gift or Click here to submit


sample has given to Doctor DCR.
doctor

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 7
Click here if
Click here to worked in
Click here to
additional other MR’s
submit Late
work Area.
DCR

Click here to
divert TP

Chemist DCR Step-1


1. Same as Doctor DCR.
Click here to
chemist DCR

Step-2

Click here to
select date
for DCR

Step-5 Step-4 Step-7 Step-6 Step-3


Click here to enter
late DCR Enter the Click here to Click here Enter the Click here to
order no select chemist to submit enter value select Area
according to chemist
selected area DCR

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 8
Extra Activities
Step-1

Click here to submit


1. MR can submit extra activities other then DCR Doc, DCR Chem.
extra activities

Step-2
Click here to
select Date
Click here to
submit late
Step-3 DCR
Click here to select
activity

Step-4
Enter the
detail of
activity Step-5
Click here to
submit

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 9
Expanses

1. Expenses submit, expense can be submit according to DCR Date, there are two options
individuals & doctor.
Step-1

Click here
to submit
expanse

Step-2

Click here to
select Date

Step-4

Enter detail
of expanses

Step-3
Step-5
Click here to select
Individual or doctor Click here to
submit expanse

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 10
Other Reports
MR Update

1. Doctor, chemist, My TP, My DCR, My Leave My Expense these are the options for MR can
check that these have been approved or not.

Click here to check


updates M.R.Update Click here Click here to Click here Click here to Click here
to check check TP to check check Leave to check
chemist approval DCR approval expanse
Click here to approval approval approval
check doctor
approval

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 11
Doctor

1. Add, Edit, Deactivate, Delete these are the options it have.

Click here to doctor master - Add, Edit, Deactivate,


Delete these are the options here

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 12
Chemist

1. Add, MR can add new chemist.

Click here
to chemist
master

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 13
Sales

1. Primary sales, it will be fill by admin.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 14
2. Sales Planning , this is the product wise sales planning for 10th , 20th, 30th of next month
with whom doctors form which stockiest.

Click here to
select Auto display
Select stockiest
product Enter QTY for
here
10th, 20th, 30th
of next month Auto display Total value of
10th, 20th, 30th of next
Click here to Click here to month sales planning
enter Sales submit all data
Planning

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 15
3. Secondary sale, MR will have to fill only Closing Balance at 10, 20, 30 w.r.t. Stockiest.
Opening balance
comes
automatically from
last closing

Click here to
secondary sale

Enter Enter Enter Secondary sale


primary sales closing come
sale here return balance automatically
Click here to here here using tab
select stockiest

Click here to
submit all
data now

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 16
4. Chemist sale, Product wise.

Click here Click here to


to select select chemist
area
Click here
to chemist
sale

Enter product
quantity here

Click here to
submit all the
entries here

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 17
5. Chemist Product Activity, Product availability w.r.t. chemist.

Click here to Click here to


select area select chemist

Click here to
Chemist
Product Activity

Click here to
select product
or products for
availability

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 18
6. Expiry Tracker, MR will have to fill Exp Date, Qty of products, Plan (Report of C&F OR
Doctor), Date.

Click here to select


stockiest

Click here to
Expiry Tracker

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 19
7. Product Competitor.

Click here to Click here to


product select product
competitor name

Enter competitor
product here

Enter brand name


or company name Enter price or Click here to
for competitor PTS for submit
product competitor
product

Sample Request
1. Sample, Fill Order by selecting Product w.r.t. Category with showing balance details.

Click here to sample


Click here to select Click here to
request
category of product select product

Enter
product
QTY
required
MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 20
2. Special sample, Fill special request w.r.t. Doctor by selecting Areas.

Click here to
select area

Click here to select


Click here to doctor
select area

Enter details for Click here to


special sample submit

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 21
M.R. Utility

1. Plan Chart, Select Month for view MTP.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 22
2. Fare Chart.

3. Courier Tracking.

4. Update Password.

5. Memo.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 23
Leave
1. Holiday List.

2. Leave application, select from date, to date then type of leave and fill details.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 24
3. Leave Detail, MR Can view his Leave status (Approved OR Not approved).

My Mail
1. Same as Gmail or yahoo.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 25
Login by Admin
Master Reports

Master
1. Sate, Admin can create State Name and can view & edit created State Name also.

2. HQ, admin can create HQ according to created State and view & edit also.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 26
3. City, admin can create City according to State, HQ and view & edit also.

4. Area, admin can create Area according to State, HQ, City and view & edit also.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 27
5. Fare chart, admin can create distance between two areas.

6. Degree, admin can create Degree and view & edit also.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 28
7. Specialization, admin can create Specialization and view & edit also.

8. Chemist, admin can create Chemist & details according to State, HQ, City, and Area.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 29
9. Stockiest, admin can create Stockiest & details according to State, HQ, City, Area.

Product
1. Category, admin can fill product category like product sample, gift, and product salable.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 30
2. Product Master, admin can fill product & details according to Category, state and view &
Edit.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 31
User
1. Add, admin can add new user Group wise Like Designation & HQ.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 32
2. Edit, admin can edit user details like General Details, salary information, DA, Login information,
according to State & MR name.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 33
MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 34
Doctor
1. Add, admin can fill Doc& details according to state, HQ, city, area.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 35
2. Edit, admin can edit doc details like general details, Grade, Degree, Specialization, Products
according to state, MR, area, doctor.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 36
MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 37
Courier
1. Company, can be fill courier company name with view and edit.

2. Courier Sending, can be fill courier sending details.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 38
Admin Utility
1. Attendance, Can be view all attendance according to selected state (After login), Month.

2. Home Page Message, can be browse message .jpg format for home page of all MR.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 39
Admin Utility for MR

Approval
1. DCR, admin can approve all DCR of MR with view of Approve Date, TP Doctor, Total Visit,
Morning, Evening, Missed, As T.P., Divert, Additional, Late DCR, Chemist Detail, More details
also.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 40
2. Doctor, Approval for new doc added by MR.

3. Deactivate Doctor, Admin can approve deactivated doc by MR.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 41
4. Delete Doctor, Admin can approve deleted doc by MR.

5. Chemist, Admin can approve added Chemist by MR.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 42
6. Late TP, admin can approve late TP requested by MR.

7. Late DCR, admin can approve late DCR Not Fill by MR.

Admin Utility
1. ASM Grade, it view's grade to MR given by ASM.

2. Fare, admin can fill Type of area Like Local, EX-City, Out Station.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 43
3. Primary target, admin can fill MR target of sale of Month Product wise.

4. Memo to MR, admin can send memo to MR.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 44
5. Update Password.

6. Holiday.

Area
1. Area Info, admin can view Areas with their docs of MR.

Click here to get full


detail of doctors for
respected area

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 45
Click here to get all detail of
each doctor in popup

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 46
2. Add, admin can add area for a MR from another MR.

3. Remove, admin can remove area.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 47
DCR Report
1. Expense, Admin can approve expense chart.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 48
2. MR Plane Chart, admin can view TP according to Month MR.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 49
3. Doctor Not Planed in TP, admin can view that type of doctors with last visit by MR.

4. DCR Miss Doctor, admin can view Doctors that was in TP but not in DCR month wise.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 50
5. Doctor Wise DCR, admin can view Doc's visit count by selecting area and month.

6. Grade wise DCR, admin can view Doc's visit count by selecting area, grade, and month.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 51
7. Product wise DCR, admin can view Doc's visit count by selecting area, Product, month.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 52
8. Annual DCR, admin can view Doc's visit dates according to all month of current year by
selecting area.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 53
Doctor List
1. Product wise, admin can view Doc List by selecting of area and product.

Click here to get Doctor


detail

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 54
2. Grade wise, admin can view Doc List by selecting of area and grade.

Click here to get Doctor


detail

3. Specialization wise, admin can view Doc List by selecting of area and specialization.

Click here to get Doctor


detail

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 55
4. Business Status wise, admin can view Doc List by selecting of area and Business Status.

Product competitor
1. 1. Product competitor, admin can view product competitor filled by MR.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 56
Login by ASM
Submit Reports

ASM Plane Chart


1. ASM can select date of month then select MR then select Area or multi area according to
MR.

2. Late TP.

DCR Joint
1. Date selection with in valid days only.

2. Area selection, Area will reflect according to TP of selected date but if ASM want to divert
from TP he can click on Divert button and if he works additional then click on Additional.

3. Individual OR Joint, There is option for Individual OR Joint if Select Joint, Name of MR will be
reflects automatic.

4. Doctor selection, Doctor Name will reflect according to TP filled or selected area always.

5. Enter The MR Status , there are many option like-Bag Preparation, Rcpa Prior to call,
Commitment from Dr. to prescribe, Birthday/Anniversary wish, Ability to confront with non
prescriber, Overall observation as compared to last working, Business Compare to last visit

My Expanse
1. Expenses submit, expense can be submitted according to DCR Date.

Daily Allowance
1. Daily Allowance, there should be submit KM according to DCR filled with type of area.

Other Reports
A.S.M. Update
1. A.S.M. Update.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 57
Star Doctor
1. Add, Selection of Doc with accepted Sale according to MR and their area with starting date
to end date.

2. Deactivate, Just for deactivate Star doctor.

3. Sale, Actual sale can be submitted according to month.

Expenses
1. Daily Allowance.

2. Expanses

Leave
1. Leave, this is leave application format.

2. Leave Detail,

3. Holiday List, Can view Holiday List

A.S.M. Utility
1. Change Password,

2. Courier Tracking,

Sample Request
1. Sample, fill order WRT category, product.

Login by ASM for MR


Main Reports

DCR Approved
1. D.C.R. Approval, ASM can approve all DCR of MR with view of Approve Date, TP Doctor,
Total Visit, Morning, Evening, Missed, As T.P., Divert, Additional, Late DCR, Chemist Detail,
More details also.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 58
Approved Expenses
1. Expanse Approval, this can be approving Submitted expanse by MR, according to exp
Category.

TP missed doctor
1. Doctor Not Planed in TP, ASM can view that type of doctors with last visit by MR according
to Month.

Other Reports

Approval
1. Approved Doctor, Doctor for approval.

2. Approved Chemist, Chemist for approval.

3. Approved Sample, sample approval for sample request.

4. Approved Delete Doctor, Deleted doc approval.

5. Approved Deactivate Doctor, Deactivate Doc Approval.

DCR
1. TP Miss Doctor, Doctor Not Planed in TP, ASM can view that type of doctors with last visit
by MR according to Month.

2. DCR Miss Doctor, ASM can view Doctors that was in TP but not in DCR month wise.

3. Doctor Wise DCR, ASM can view Doc's visit count by selecting area and month.

4. Product wise DCR, ASM can view Doc's visit count by selecting area, Product, month.

5. Grade wise DCR, ASM can view Doc's visit count by selecting area, grade, and month.

MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 59
Login by ASM for MR Home Page
Home

M.R. Update
1. Area in panel :- No of areas in MR.

2. Doctor in panel :- No of Doctor in MR.

3. Active Doctor :- No of Active Doctor in MR.

4. Deactivate Doctor :- No of Deactivated Doctors in MR.

5. Total Chemist :- No of Chemist in MR.

6. Stockiest :- No of Stockiest in MR.

Previous Month Report


1. TP Missed Doctor: No of Doctor Not Planed in TP.

2. DCR Missed Doctor: No of Doctor Not submitted in DCR.

3. Total Visit Doctor: - No of Doctor in DCR.

4. Total Visit Chemist: - No of Chemist in DCR.

5. Total POB Chemist :-

6. Stockiest :-

Status
1. ⃝ No of doc give business Null.

2. ⃝ No of doc give business < 300.

3. ⃝ No of doc give business <600.

4. ⃝ No of doc give business <1000.


MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 60
5. Call average: Doc calls average.

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MARG COMPUSOFT PVT. LTD. F-11, Roshanara Plaza, Roshanara Road, Delhi-110007
Ph : +91-11-23994444(30 Lines).Fax : +91-11-27411867
Web : www.margcompusoft.com Page 61

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