Odoo Pharma SFA Software for Medical Representatives
Manage pharma territories, doctor calls, beat plans, samples, secondary sales, and field team performance with Odoo Pharma SFA.
- Community
- Enterprise
- Odoo.sh
- On-premise
Industry
Healthcare
Overview
About this app
Pharma Field Force SFA helps pharmaceutical sales teams coordinate medical representative activity in Odoo. Assign territories, manage doctor and chemist relationships, approve monthly tour plans, record Daily Call Reports, track promotional samples and orders, and monitor field performance through a Control Tower. Optional modules support RCPA, schemes, events, expenses, and stockist secondary sales.
Features
Territory and Medical Representative Assignment
Organize territories, zones, areas, and bricks with effective dated assignments for medical representatives and managers. Maintain customer coverage across the field sales structure.
Healthcare Professional and Trade CRM
Manage doctors, hospitals, chemists, and stockists in Odoo Contacts with customer class, specialty, territory, and brick information. Maintain brands, therapy areas, and visual aids for field detailing.
Pharma Beat Plans and Daily Call Reports
Create beat templates and monthly tour plans for manager approval. Record Daily Call Reports with call details, check in, optional GPS, submission, locking, and an audit trail.
Promotional Samples, Primary Orders, and Secondary Sales
Allocate, issue, acknowledge, and return promotional samples. Manage primary and POB orders through Odoo Sales and enable secondary sell out tracking and chemist RCPA where required.
Sales Targets and Field Force Control Tower
Review My Day, next best calls using rule based scoring, team activity, trade indicators, targets, and alerts. Configure target calculations to include primary orders, POB, and secondary sales as required.
Stockist Portal, Imports, and Operational Reports
Enable the stockist portal for secondary sales reporting. Use CSV templates and PDF reports for call reports, tour plans, samples, targets, secondary statements, expenses, and RCPA.
Pharma Field Force SFA connects territory planning, medical representative activity, customer visits, promotional samples, and trade reporting in Odoo. It helps sales managers track planned field activity and review what representatives report from the field.
Technical specifications
Check your environment.
- Odoo version
- 19.0
- Technical name
- pys_pharma_sfa
- Community
- Supported
- Enterprise
- Supported
- Odoo.sh
- Supported
- On-premise
- Supported
- Dependencies
- base, mail, contacts, product, uom, sale_management, sale_stock, stock, account, crm, calendar, web, base_geolocalize, product_expiry, portal
Odoo 19 Community or Enterprise. Install Website if the stockist portal does not open. Optional features include RCPA, samples, secondary sales, schemes, CME or events, expenses, PV handoff, UCPMP gift caps, stockist portal, and geo-fence warnings. Backend check-in can complete without GPS; accuracy and fence limits are company settings. Next Best Call uses rule scoring, not machine learning. PV handoff is a short case (new to handed off), not a full safety database. The store package is browser-based; a native mobile app is available on request.
Release notes
What changed in 19.0.
19.0.1.0.0: Territories and force assignments, HCP/chemist/stockist CRM, beat and tour plans, DCR with GPS fields and lock audit, promo samples, primary/POB and secondary sell-out, targets, Control Tower, optional RCPA/schemes/events/expense/PV/UCPMP/portal/geofence, stockist portal, CSV templates, PDF reports.
Questions about Pharma Field Force SFA
The current module supports Odoo 19 Community and Enterprise on Odoo.sh or on premise deployments. Dependencies include Contacts, CRM, Sales, Inventory, Accounting, Calendar, Portal, and other listed Odoo modules.
The current store package is browser based and includes mobile friendly field reporting and Control Tower screens. A separate native mobile app is available on request.
No. GPS coordinates are stored when the client submits a location. Backend form check in can proceed without coordinates. Geofence warnings and location accuracy limits depend on the configured company settings.
No. Next Best Call uses rule based scoring based on factors such as customer class, coverage rules, days since the last visit, and the previous call outcome. It is not a machine learning or AI prediction engine.
Yes. Secondary sell out, chemist RCPA, and the stockist portal are optional capabilities. Primary and POB orders use Odoo Sales. Install Odoo Website if you need the stockist portal.
No. The optional PV handoff feature captures a short case record and marks it as handed off. It is not a full pharmacovigilance safety database or regulatory case management system.
The current API listing price is USD 149 as a one time license for Odoo 19, with three months of free support. A live preview is not currently published for this version, but a demo can be requested. The module uses the Odoo Proprietary License v1.0, which restricts redistribution.
License and legal
One-time license for the Odoo version you select. Free and paid downloads are emailed as a zip link to the address you provide. After payment we also email your invoice PDF. Add-ons, if you choose any, are fulfilled by email and do not include a zip. Payments are processed by our payment partner. We do not store full card numbers.
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