Your customers
- District PCD franchisees with monopoly rights
- Stockists
- Nursing homes and hospitals
- Dispensing doctors
Health and pharma · Traders and distributors
MatruOS for a PCD pharma franchise
Set up the way a PCD pharma franchise runs: margin between the third-party plant's price and the price to stockist (PTS) charged to district franchisees, on own-brand generic medicines; small extra on visual aids and promotional kits. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a PCD pharma franchise deals with today, and what MatruOS sets up for it
Today
Franchisee dues and expiry returns are tracked in a register and WhatsApp. Near-expiry stock is found in the godown too late to push.
In MatruOS
MatruOS sets up 8 routines, 3 workflows, 4 registers and 9 licences for a PCD pharma franchise, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- third-party plant
- PCD company
- district franchisee
- chemist and doctor
- patient
Your suppliers
- Third-party formulation plants
- Visual aid and literature printers
- MR bag and gift item suppliers
- Transporters and couriers
Credit and cash
Pays plants 25-50% advance with PO and the balance on dispatch or in 30-60 days; franchisees pay 100% advance on the first two or three orders, then 15-30 days within a limit
Plant advances go out 4-8 weeks before franchisee money comes in; stock of 30-60 days of sales sits in the godown; near-expiry returns are credited back at 50-100% of value
Your screens use your words
CustomerFranchiseeItemProductInvoiceBillproductBrand
How it works
How MatruOS is set up for a PCD pharma franchise
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "PCD pharma franchise", typed when you sign up.
- Recognised as a PCD pharma franchiseRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a PCD pharma franchise
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Checks whether each enquiry's district is free, drafts the product list and rate list message, and lists call-backs due
Asks you before sending
Finds products below 30 days of sales, lists pending plant POs and their dates, drafts new POs, and flags received batches whose CoA is missing or whose batch is on the NSQ list
Asks you before paying
Ages franchisee dues net of credit notes, drafts statements and reminders, and marks dispatch holds
Asks you before sending
Lists stock expiring in 6, 3 and 1 months and drafts push offers to franchisees who buy that product
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
9:30 amGodown temperature log
- 1Godown temperature
- 2Fridge for cold-chain items
10:30 amDaily franchisee orders and dispatch
- 1Collect orders received by WhatsApp and phone
- 2Check payment or credit limit before packing
- 3Pick by FEFO and write batch and expiry on the bill
- 4Book transport and send the LR copy to the franchisee
12:00 pmDaily franchise enquiry follow-up
- 1List new enquiries from portals and calls
- 2Check if the district is free in the monopoly book
- 3Send product list, rate list and visual aid photos
- 4Call back yesterday's open enquiries
Every week
Mon 11:00 amWeekly stock review and plant reorders
- 1Products below 30 days of sales
- 2Pending POs at plants with promised dates
- 3Draft new POs and advances for owner approval
Sat 11:00 amWeekly franchisee dues and dispatch holds
- 1Age each franchisee's dues
- 2Mark franchisees to hold dispatch
- 3Send statements
Every month
10thMonthly near-expiry review and push offers
- 1List stock expiring in 6, 3 and 1 months
- 2Draft push offers to franchisees who sell that product
- 3Process expiry returns and credit notes received
Every year
AprYearly price list revision and licence renewals
- 1Revise MRPs within the 10% yearly cap on non-scheduled drugs and DPCO ceilings
- 2Check drug wholesale licence, pharmacist and trademark renewals
- 3Renew monopoly letters for active franchisees
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Franchisee appointment
- 1Enquiry and product list sent
- 2Drug licence and GST copies received
- 3Monopoly area approvedNeeds approval
- 4First order paid and dispatched with kit
Plant PO to stock received
- 1PO and artwork sent
- 2Advance approvedNeeds approval
- 3Goods received and CoA checked
- 4Balance paid
Expiry return to credit note
- 1Return received and counted
- 2Credit approvedNeeds approval
- 3Credit note issued
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Franchisee and monopoly area book
Franchisee order and dispatch book
Plant PO and stock receipt book
Expiry return and credit note book
Brand, label and quality checks as marketer
Sell only brands that are legally named, correctly labelled and of standard quality, since the marketer shares responsibility
Wholesale storage and dispatch
Store and send medicines as the wholesale licence requires
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Cefixime 200 mg tablets (strip of 10) | 3004 | 5% |
| Pantoprazole and domperidone capsules (strip of 10) | 3004 | 5% |
| Aceclofenac and paracetamol tablets (strip of 10) | 3004 | 5% |
| Amoxicillin and clavulanate 625 mg tablets (strip of 6) | 3004 | 5% |
| Calcium and vitamin D3 tablets (strip of 15) | 3004 | 5% |
| Cough syrup 100 ml | 3004 | 5% |
| Multivitamin syrup 200 ml | 3004 | 5% |
| Clobetasol and antifungal cream 15 g | 3004 | 5% |
| Iron and folic acid syrup 200 ml | 3004 | 5% |
| Visual aid and promotional kit | 4911 | 5% |
- GST registration
- Udyam (MSME) registration
- Wholesale drug licence (Forms 20B/21B)
- Trademark
- Shops and Establishments registration
- Trade licenceIf it applies
- Professional tax registrationIf it applies
- PF registration (EPFO)If it applies
- ESI registration (ESIC)If it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
Owner / directorDecides product range and divisions, chooses plants, approves monopoly areas and credit, prices.
Purchase managerPOs to plants, artwork, CoA checks, stock planning, new launches.
Franchise sales executiveHandles enquiries, sends product lists, onboards franchisees, takes orders.
Warehouse pharmacistStock by batch and expiry, packing and dispatch, temperature log, wholesale licence conditions.
AccountantFranchisee ledgers, plant payments, credit notes, GST.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a PCD pharma franchise?
Type one line about your business when you sign up, for example "PCD pharma franchise". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Health and pharma
Other traders and distributors in health and pharma
Run a PCD pharma franchise on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes