DIGILYZR eWay

Bonus & Discount Creation New guided 2-step creation flow for raising a Bonus/Discount request. Step 1 – Setup: select your Team, Team Member, Document Type, Reporting-To, and the Month/Year (period) the request applies to. Step 2 – Targeting & Products: pick the Distributor, Brick, and Chemist, then add one or more Products with their bonus/discount values. Attach supporting documents/remarks before submitting. Request moves into the approval workflow with full status tracking (pending, approved, reverted) and an approval history view. Renewal support to re-initiate an expiring bonus/discount without re-entering everything. PHC Creation New multi-step PHC creation wizard that walks you through the full request end-to-end. Step 1 – Details: choose Business Type, Nature of PHC, Team, Budget Head, Team Member, and Reporting-To. Step 2 – Customer: select the Customer, auto-filled Brick Name/Code, enter the PHC Amount and Amount-Required Date. Step 3 – Products: add products with Business Amount, Business Percentage (%), and Units. Step 4 – Chemist: capture chemist/business-type details (and chemist sales). Step 5 – Payment: set Mode of Payment, Payment in the Name Of, Reason for Bank Transfer, and Activity Type. Includes competitor product capture, PHC history, and submission into the approval & reporting flow. Marketing Activity Creation New single-screen Marketing Activity creation form for faster initiation. Select Team, Team Member, Reporting-To, Activity Type, and Activity Date. Multi-select Doctors and Products for the activity in one place. Enter the Marketing Activity Amount and detailed Remarks / Activity Detail / Purchase notes. Attach both a Bill and an Approval document. Submits directly into the approval workflow with detail report and approval views for tracking.