{"id":93,"date":"2026-10-19T15:16:23","date_gmt":"2026-10-19T15:16:23","guid":{"rendered":"https:\/\/cboerp.com\/blog\/?p=93"},"modified":"2026-10-19T15:16:23","modified_gmt":"2026-10-19T15:16:23","slug":"introducing-esm-extra-scheme-management-smarter-promotional-order-management-in-cbo-sfa","status":"publish","type":"post","link":"https:\/\/cboerp.com\/blog\/introducing-esm-extra-scheme-management-smarter-promotional-order-management-in-cbo-sfa\/","title":{"rendered":"Introducing ESM (Extra Scheme Management): Smarter Promotional Order Management in CBO SFA"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">In pharmaceutical sales, promotional schemes for doctors and retailers are common\u2014but managing them separately from regular sales orders has always been a challenge. Manual tracking often leads to missed benefits, incorrect records, and poor visibility.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<h2><b>What is ESM?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">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:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer \/ Stockist<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Extra Scheme for Doctor<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Extra Scheme for Retailer<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This ensures every scheme is recorded, tracked, and processed with complete transparency.<\/span><\/p>\n<h2><b>How it works<\/b><\/h2>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open Sale Order Entry in the CBO SFA app.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the required order type:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Customer\/Stockist<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Extra Scheme for Doctor<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Extra Scheme for Retailer<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose the doctor, retailer, or customer.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the supply source and add products.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Attach the order copy (optional), add remarks, and submit.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The system automatically maintains these scheme orders separately from regular sales orders.<\/span><\/p>\n<h2><b>Key Features<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Three dedicated order categories for different promotional scenarios<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Separate workflow for doctor and retailer schemes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quick item selection with net amount calculation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Order copy attachment for better documentation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Remarks &amp; additional information support<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simple mobile-first interface for faster order booking<\/span><\/li>\n<\/ul>\n<h2><b>Business Benefits<\/b><\/h2>\n<table>\n<tbody>\n<tr>\n<td><b>Before ESM<\/b><\/td>\n<td><b>With ESM<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Manual scheme tracking<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Digital scheme management<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Mixed with regular orders<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Separate scheme-wise records<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Higher documentation errors<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Structured order entry<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Limited visibility<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Real-time order tracking<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><b>Why it matters<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Available now in the latest version of CBO SFA.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In pharmaceutical sales, promotional schemes for doctors and retailers are common\u2014but 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":94,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[22,14,34],"class_list":["post-93","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-mr-reporting-app","tag-pharma-erp","tag-pharma-erp-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Introducing ESM (Extra Scheme Management): Smarter Promotional Order Management in CBO SFA - CBO ERP Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cboerp.com\/blog\/introducing-esm-extra-scheme-management-smarter-promotional-order-management-in-cbo-sfa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing ESM (Extra Scheme Management): Smarter Promotional Order Management in CBO SFA - CBO ERP Blog\" \/>\n<meta property=\"og:description\" content=\"In pharmaceutical sales, promotional schemes for doctors and retailers are common\u2014but managing them separately from regular sales orders has always been a challenge. 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