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Join ChannelPrimary and Secondary Sales
From Order to Invoice - Total Control Over Primary & Secondary Sales
Manage pharma primary and secondary sales with a single system that tracks orders, approvals, and invoice-ready transactions.
Built to bring structure, accuracy, and visibility across distributors and market-level sales.
Trusted by 1000+ Customers | 2 Lakh+ Users Across 55+ Countries
Best Primary & Secondary Sales Module for Pharma
This module is designed to manage both primary and secondary sales workflows end to end-from order creation to invoice generation. It enables pharma companies to capture structured orders, apply pricing and discount controls, route approvals, and convert approved orders into invoices for accurate sales processing. Unlike generic order tools, it offers role-based control, slab-based approvals, and configurable pricing, making it ideal for real-world pharma distribution models.
How It Works – End-to-End Workflow
Users choose Primary or Secondary sales based on their assigned role and permissions.
Primary: Super Stockist → Stockist Type → Stockist
Secondary: Stockist → Customer Type → Customer
Users add products with quantity, FOC, pack, rate, discounts, order value, and remarks. Order date is auto-captured or mandatory as per order type.
Orders move through configured, slab-based approvals based on order value and mode of payment (cash or credit).
Once approved, the order is confirmed and made ready for billing.
Approved orders are converted into invoices, enabling accurate primary and secondary sales recording.
6 Capabilities That Streamline Your Entire Order Lifecycle
Unified Primary & Secondary Order Management
Create and manage both primary and secondary orders in one system, with users selecting the order type at the start-ensuring consistent order structure across distributor and market-level sales.
Role-Based Order & Feature Control
Configure who can place primary orders, secondary orders, or both, and control what each user can see or edit-such as pricing, discounts, and FOC.
Pricing, Discount & Order Value Controls
Set retail or distributor pricing, restrict rate and discount edits, define minimum order values, and limit FOC quantities to maintain pricing discipline.
Slab-Based Approval Workflow
Route orders for approval based on order value and order mode (cash or credit), with flexible approver assignment at each slab level.
Approval-to-Invoice Readiness
Ensure that only approved orders are marked ready for invoice generation, preventing incorrect or non-compliant orders from moving forward.
Complete Order & Approval Tracking
View the status of every order-submitted, approved, rejected, or pending-and see exactly who the order is waiting with at any stage.
Simplifying Work for Every Role
Field Teams
Place accurate primary or secondary orders quickly through a simple, guided interface.
Sales Managers
Approve orders efficiently and track order progress from creation to invoicing.
Business & Admin Teams
Maintain control over pricing, approvals, and invoice-ready sales data.
Frequently Asked Questions
Yes. User access can be configured to allow primary, secondary, or both sales types.
Admins can select retail or distributor pricing and restrict rate edits, discounts, and FOC limits.
The module supports slab-based approvals based on order value and order mode (cash or credit).
Invoices are generated only after the order is approved, ensuring accuracy and compliance.
Yes. Order creation, approvals, tracking, and invoice readiness are all handled online.
Get trial access, quick setup, and full support.
Bring Clarity to Pharma Sales Execution
Digitize primary and secondary sales workflows-from order booking to invoice generation-on one powerful platform.
