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Charisma BC

The economic crisis has determined the adjusting of market strategies for drug manufacturers, importers and distributors, who have to take into account the optimization of the distribution processes and also other business processes in order to minimize the expenses and increase the profit.

The main challenges for the pharmaceutical product distributors is the processing of a large transaction volume that calls forth the need for optimizing the management of the warehouse, entries and orders, but also the optimization of deliveries. The implementation of an information system dedicated to this niche is translated by the reduction of maintenance costs, the reduction of the time needed to fulfill an order, the decrease of returns and eventually the increase in customer satisfaction.


Why Charisma BC

  • Relevant experience in the field of pharmaceutical product distribution. The top five Romanian companies distributing pharmaceutical products use Charisma BC system.
     
  • Covers the entire business of the pharmaceutical product distributors and centralizes the entire information into a single database.
     
  • Enables configurations at head office level and their automatic transmission to the warehouses. The solution includes two components: the pharmacy component and the head office component. This structure eliminates the multiple records of the same product and optimizes the reporting to CNAS.
     
  • Enables integration with any other ERP, CRM, Warehouse Management, Sales Force Automation, accounting solutions or portals for posting online orders.
     
  • Offers the possibility to place orders online via eOrders portal.
     
  • Includes volumetric analyses for consistency and efficient delivery to the warehouse.
     
  • Enables the planning of delivery by managing the delivery routes and assigning routes to the customers, thus being able to determine the exact time the goods will reach the customer.
     
  • Ensures interoperability with third devices such as automatic installations used within warehouses.
     
  • Ensures the reporting of sales volumes to CEGEDIM.
     
  • Enables the automatic retrieval of lists of prices, drugs or other information available in the SIUI system (Unique Integrated Information System) - the system for reporting and processing the health data at national and county level, provided by CNSC.
     
  • Ensures data security. The system includes advanced security mechanisms based on username and password, with assignment of access rights at user group level.
     
  • Includes advanced reporting mechanisms. The product ensures the generation of a complete set of predefined and configurable reports, as well as legal reports required by law.
     
  • Provides a high degree of configurability. The product enables system adaptation to the specific needs of each drugstore or drugstore chain.


Financial and operational benefits

  • Reducing the operational costs by reducing the personnel needed to record and process the orders.
     
  • Decreasing the reception, delivery and inventory operation times.
     
  • Increasing the storage capacity of the warehouse by optimizing the usage of the storage space.
     
  • Increasing the data accuracy regarding inventories and transactions within the warehouse.
     
  • Increasing the productivity of warehouse personnel; the implementation of Charisma BC enables to cut up to half of the number of employees in the warehouse.
     
  • Minimizing product losses that occur after the effective end date of the products in inventory, if applicable, by processing the output of the warehouse in FEFO order (First Expired - First Output).
     
  • Improving the customer services and providing a faster response to their requests.
     
  • Reducing the order retrieval time thanks to online order module.
     
  • Optimizing the product delivery process by ensuring the management of delivery routes and assigning customers to routes.
     
  • Providing an overview on the entire activity, enabling the tracking of the progress of any financial or non-financial performance indicator via the integration with Charisma Analyzer business intelligence system.


Features

  • Monitors the entire activity in real time: sales, inventory, performance indicators, warehouses, etc.
     
  • Manages the warehouse activity, integrating all the information into an unique source.
     
  • Ensures the traceability of products and documents. The system allows tracking all the documents and products within the system, as well as the persons who work and perform changes on the database.
     
  • Consolidates the data at headquarter level and provides the possibility to perform multidimensional analysis.
     
  • Ensures generating a complete set of predefined and configurable reports, split by many categories: financials-accounting, sales, purchases, prices, inventory, warehouse.
     
  • Enables defining trading policies, such as price, payment term, natural rebate, financial discount at customer type and product level.
     
  • Offers a view of the CRM information when retrieving customer orders, such as amounts payable, due invoices, order history, discount policy, payment terms, product substitution suggestion according to the international common name (DCI) or the list of new products in the inventory.
     
  • Integrates with the warehouse management system that defines the physical structure of the warehouse, the workflow within the warehouse, the delivery and inventory management.
     
  • Enables different management of contracts, according to the application settings.
     
  • Defines the product lists according to the specific requirements of the pharmaceutical field: international common name (DCI), therapeutic group, enforced price, notices needed for sale – narcotic or toxic, OTC or drug.
     
  • Enables exporting the required data to accounting system by generating reports specific to accounting department, such as receipts, protocols, returns, inventories, entry or shipping notices, etc.
     
  • Automatically generates the selling invoices taking into account special offers, percentage discounts or rebate.
     
  • Enables forecasting the requisition based on the sales history, current inventory, goods on the road and period for which the replenishment is done.
     
  • After the sale, ensures issuing the discount or penalty invoice at customer, warehouse or entire distribution network level.
     
  • Enables recording the invoices from supplier and the automatic update of stocks with the products on the invoice. Also, based on the same invoice, the shipping and entry notices are automatically processed.
     
  • Automatically generates and lists the goods pick-up order with the items ordered according to the best route covering the warehouse.
     
  • Enables the recording of warehouse outputs and the automatic update of stock and creation of the delivery slip by scanning the barcode on the invoice.
     
  • Enables configuring special offers and promotions at headquarters and sending them to certain business units selected from the system, by certain products or product groups, by manufacturers, customer type, etc.
     
  • Enables the recording of contracts with the customers or suppliers and performing forecasts based on them.
     
  • Enables the recording of goods in custody with automatic issuing of invoice request from the owner of the goods or the direct issuing of the invoice with the owner's approval.
     
  • Enables the setting of a value threshold for the contracts, further used to set different discounts or awards.
     
  • Ensures the management of packages used during the delivery process, also enabling printing the related labels that include customer name, address and the related invoice number.
     
  • Enables the ranking of customers, taking into account various criteria defined by the distributor and the automatic and periodic update of this ranking. Based on this ranking, the discount policies can be determined.
     
  • Ensures the complete management of the warehouse.

  • Automatically retrieves the official exchange rate displayed on NBR Website, effective for the current day, and automatically records it into the invoice of the external supplier.
     
  • Creates provisions for the payment of the granted after-sale discounts.


Some of the customers who use Charisma BC

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Testimonials

"... By implementing Charisma we could extend the business management on computable items, which allows us to more easily track the nature and type of the expenditures. Moreover, the BI in Charisma provides the required flexibility for generating ad-hoc reports, as well as analysis upon data with drill-down capabilities ..."
Bogdan Dumitrescu,
IT&C Director
Mediplus

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