Introducing ESM (Extra Scheme Management): Smarter Promotional Order Management in CBO SFA
In pharmaceutical sales, promotional schemes for doctors and retailers are common—but managing them separately from regular sales orders has always been a challenge. Manual tracking often leads to missed benefits, incorrect records, and poor visibility.
CBO ERP introduces ESM (Extra Scheme Management), a new feature in the CBO SFA mobile app that enables Medical Representatives to create, manage, and submit extra scheme orders through a dedicated workflow.
What is ESM?
ESM is a specialized order management feature that allows MRs to book promotional or extra scheme orders independently from standard customer orders. Depending on the business requirement, users can create orders for:
- Customer / Stockist
- Extra Scheme for Doctor
- Extra Scheme for Retailer
This ensures every scheme is recorded, tracked, and processed with complete transparency.
How it works
- Open Sale Order Entry in the CBO SFA app.
- Select the required order type:
- Customer/Stockist
- Extra Scheme for Doctor
- Extra Scheme for Retailer
- Choose the doctor, retailer, or customer.
- Select the supply source and add products.
- Attach the order copy (optional), add remarks, and submit.
The system automatically maintains these scheme orders separately from regular sales orders.
Key Features
- Three dedicated order categories for different promotional scenarios
- Separate workflow for doctor and retailer schemes
- Quick item selection with net amount calculation
- Order copy attachment for better documentation
- Remarks & additional information support
- Simple mobile-first interface for faster order booking
Business Benefits
| Before ESM | With ESM |
| Manual scheme tracking | Digital scheme management |
| Mixed with regular orders | Separate scheme-wise records |
| Higher documentation errors | Structured order entry |
| Limited visibility | Real-time order tracking |
Why it matters
ESM helps pharmaceutical companies execute promotional schemes more efficiently while giving managers better visibility into doctor and retailer incentives. By digitizing the entire process, businesses can reduce manual errors, improve compliance, and ensure every promotional order is accurately recorded.
Available now in the latest version of CBO SFA.