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Health and pharma · Traders and distributors

MatruOS for a pharma super stockist

Set up the way a pharma super stockist runs: 2-5% margin on PTS between company and stockist, company schemes and target incentives, cash discount from the company, small margin on near-expiry redistribution. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Health and pharmaReady when you sign up

  • 9routines on a timetable
  • 2workflows with approvals
  • 2SOPs and checks
  • 4registers of your own
  • 3jobs for your AI team
  • 8licences tracked

7-day free trial, no card needed.

What this solves

What a pharma super stockist deals with today, and what MatruOS sets up for it

01Today

Bills cut to stockists already overdue; bad debt. Near-expiry found too late to claim.

02In MatruOS

MatruOS sets up 9 routines, 2 workflows, 4 registers and 8 licences for a pharma super stockist, with an AI team that reads your own records and prepares the work.

03What 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.

  1. Company
  2. C&F agent
  3. super stockist
  4. stockist
  5. chemist
  6. patient

Your customers

  • Stockists and distributors in smaller towns
  • Hospital pharmacies
  • Institutional buyers
  • Nursing homes

Your suppliers

  • Pharma companies
  • C&F agents
  • PCD and third-party brands

Credit and cash

Company 30-45 days, often against post-dated cheques or bank guarantee; stockists 30-60 days; institutions 60-90 days

Heavy stock and receivables; month-end primary purchases to meet company targets; scheme and expiry credit notes come 1-3 months late

Your screens use your words

  • CustomerStockist
  • OrderIndent
  • ItemMedicine
  • InvoiceBill
  • productSKU

How it works

How MatruOS is set up for a pharma super stockist

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Pharma super stockist", typed when you sign up.
  2. Recognised as a pharma super stockistRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. 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.
  4. 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 pharma super stockist

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.

Sales executive

Reads each indent, checks credit limit and overdue days, suggests FEFO batches and flags holds for the proprietor

Reads stockist indents and receivables

Asks you before sending

Store keeper

Suggests company POs by days of cover, lists stock under 6 months to expiry at the godown and with stockists, and drafts the expiry claim

Reads batch and expiry stock, sales history and company price list

Asks you before sending

Accountant

Lists dues by age and plans the week's visits; drafts reminder messages

Reads receivables and cheque register

Asks you before sending

1 / 3

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 day3

  • 9:00 amCold room temperature checkGodown in-charge · 2 steps
    1. 1Read and log fridge and cold room temperature
    2. 2Check data logger alarm and power backup
  • 10:00 amTake indents and bill with credit checkBilling clerk · 2 steps
    1. 1Enter each stockist's indent; hold if over credit limit or 60 days overdue
    2. 2Bill by FEFO batch; print e-way bill above Rs 50,000
  • 3:00 pmPick, pack and dispatchGodown in-charge · 2 steps
    1. 1Pick by bill and batch; cold-chain items in ice boxes with gel packs
    2. 2Hand over to transport and note LR number

Every week2

  • TueCompany purchase order by stock coverProprietor · 2 steps
    1. 1Check each SKU's days of cover and pending company orders
    2. 2Place PO with the C&F; avoid overstock on slow SKUs
  • ThuStockist collection roundCollection executive · 2 steps
    1. 1List dues by age per stockist
    2. 2Visit and collect cheques; note promises

Every month2

  • 25thMonth-end target and scheme claimsProprietor · 2 steps
    1. 1Check secondary sales against company target
    2. 2Send scheme and rate-difference claims with proof
  • 10thNear-expiry pull-back and claimGodown in-charge · 2 steps
    1. 1List stock under 6 months to expiry here and at stockists
    2. 2Pull back and claim from company; non-saleable sent for destruction with certificate

Every year1

  • MarLicence renewal and stock-takingCompetent person (pharmacist) · 2 steps
    1. 1Physical stock-take by batch at 31 March
    2. 2Check drug licence validity and competent person details

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.

New stockist appointed

  1. 1Licence and GST copies takenBilling clerk
  2. 2Credit limit approvedProprietorNeeds approval
  3. 3First order billedBilling clerk

Expiry and breakage claim

  1. 1Stock returned and countedGodown in-charge
  2. 2Claim sent to companyBilling clerk
  3. 3Company approvesProprietorNeeds approval
  4. 4Credit note receivedBilling clerk

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.

  • Stockist indents

    Date · Stockist · Items and quantity · Credit limit OK · Bill number · Dispatched by · LR number

  • Batch and expiry stock

    Product · Company · Batch number · Expiry · Quantity · Cold chain · Near expiry (under 6 months)

  • Company claims

    Company · Claim type · Amount · Sent on · Credit note received

  • Schedule H1 and cold chain log

    Date · Drug and batch · Supplied to · Quantity · Fridge temperature (°C)

  • Storage and cold chain

    Keep medicines potent and the licence safe

    4 steps with checks

  • Credit control

    Do not fund stockists who do not pay

    2 steps with checks

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.

ItemHSNGST
Tablets and capsules (branded generics) · strip30045%
Antibiotic injection · vial30045%
Insulin (cold chain) · vial30045%
Vaccine (cold chain) · dose30025%
Syrup and suspension · bottle30045%
Specified lifesaving drug (nil-rated) · pack30040%
IV fluids · bottle30045%
ORS sachet · sachet30045%
Derma cream (medicated) · tube30045%
Nutritional supplement powder · tin21065%
  • Wholesale drug licence (Forms 20B/21B)State drugs control department
  • GST registrationGST department (GSTN)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • FSSAI food licenceFSSAI (Food Safety and Standards Authority of India)If it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)If it applies
  • Fire NOCState fire and emergency servicesIf 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.

ProprietorCompany relations, credit limits, targets, licences.
Competent person (pharmacist)Checks storage, H1 register, inspector visits.
Billing clerkEnters indents, cuts batch-wise bills, e-way bills.
Godown in-chargePicks and packs, receives company stock, cold room, expiry.
Collection executiveVisits stockists, collects cheques, takes indents.

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 pharma super stockist?

Type one line about your business when you sign up, for example "Pharma super stockist". 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.

Run a pharma super stockist 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
Chat with the MatruOS team on WhatsApp, +91 97234 99901