Company Management¶

The Company Management section provides various options to manage companies, their divisions, and the associated medical representatives within the system. This section helps you organize and maintain detailed information related to each pharmaceutical company, their divisions, suppliers, and medical representatives.

1. List Company¶

The List Company page allows you to view, search, edit, and delete all companies currently added to the system. This page provides an organized table format for easy management of company information.

• Search Bar: A search bar at the top of the page allows you to quickly find companies by typing in their name. The search function filters the company list in real-time, displaying only the relevant entries.

• Company Table: The table below the search bar lists all the companies added to the system. The table is organized into two columns:

• Company Name: Displays the name of each company.

• Actions: Provides two buttons for each company:

  • Edit: Allows you to modify the details of the selected company.
  • Delete: Allows you to remove the company from the database.

• Pagination:

• The table includes pagination controls at the bottom to navigate between multiple pages of company records.
• You can use the Next and Last buttons to move through the list and quickly access any company's information.

Instructions:¶

• Editing a Company: To edit a company's details, click the Edit button next to the company name. You will be directed to the Edit Company page, where you can make and save changes.
• Deleting a Company: To delete a company, click the Delete button next to the company name. A confirmation prompt will appear, asking for final confirmation before permanently deleting the company from the database.

2. Add Company¶

To add a new company, navigate to Company > Add Company. This option allows you to add a new company to the system by inputting all necessary details, such as the company name, contact details, address, and other relevant information.

3. List Divisions of Companies¶

The List Divisions of Companies page allows you to view, search, add, edit, and delete divisions associated with different companies. This page helps in managing the organizational structure of companies by displaying all divisions in an organized table format.

• Search Bar: A search bar at the top of the page allows you to quickly find divisions by typing in the division name. The search function filters the division list in real-time, displaying only the relevant entries.

• Add New Division Button: The Add New Division button, located at the top right corner of the page, allows you to add a new division to a company. Clicking this button directs you to a form where you can input the division name, associated company, and other relevant details.

• Division Table: The table below the search bar lists all companies and their associated divisions. The table is organized into three columns:

• Company: Displays the name of each company that has divisions.
• Divisions: Lists all divisions associated with the corresponding company. Each division is listed in bullet points under its respective company.

• Actions: Provides two buttons for each division:

  • Edit: Allows you to modify the details of the selected division.
  • Delete: Allows you to remove the division from the database.

• Pagination:

• The table includes pagination controls at the bottom to navigate between multiple pages of division records.
• You can use the Next and Last buttons to move through the list and quickly access any division's information.

Instructions:¶

• Editing a Division: To edit a division's details, click the Edit button next to the division name. You will be directed to the Edit Division page, where you can make and save changes.
• Deleting a Division: To delete a division, click the Delete button next to the division name. A confirmation prompt will appear, asking for final confirmation before permanently deleting the division from the database.

4. Add a Division to a Company¶

The Add Division page allows you to create a new division under a specific company. Divisions represent different segments or operational areas within a company, which may have their own suppliers and medical representatives.

Fields on the Add Division Page:¶

• Name*: Enter the name of the division. This is a mandatory field.
• Company*: Select the company to which this division will belong from the dropdown list. This is a mandatory field.
• Suppliers: Select the suppliers associated with this division. You can choose multiple suppliers if needed.
• Medical Representative: Enter the name of the medical representative associated with this division. The medical representative is an employee responsible for promoting the company's products under this division.

Once all required fields are filled in, click the Submit button to create the new division and save it to the database.

5. Add a Medical Representative¶

The Add Medical Representative page allows you to add a new medical representative to the system. Medical representatives are responsible for promoting the company's products, either directly associated with a company or assigned to a specific division.

Fields on the Add Medical Representative Page:¶

• Name: Enter the name of the medical representative. This is a required field to identify the representative.
• Mobile Number: Enter the contact mobile number of the medical representative. This field is required to ensure communication details are available.

Once you have filled in all the required fields, click the Submit button to add the new medical representative to the database. If you wish to cancel the operation, click the Cancel button.

This comprehensive overview of the Company section provides all the options available for managing companies, divisions, suppliers, and medical representatives effectively within OpenRxERP.