SPAN by Sun Pharma

Streamline Institutional Pricing, Orders & Claims

Special Rate Automation is an end-to-end digital platform designed to automate and govern institutional special rate business. The solution digitizes customer onboarding, special rate approvals, order management, and claims processing with full auditability and SAP integration.

The platform eliminates manual review cycles, strengthens governance, and enables real-time visibility across pricing, approvals, and settlement workflows .

Key Capabilities

1. Customer Onboarding (Hospitals & Chemists)

Digitized onboarding with structured approval workflows:
Hospital & chemist verification
Document upload (License, GST, identity proofs)
Multi-level approval hierarchy
Automated customer code creation post approvals
Digital audit trail for governance

2. Special Rate & Discount Management

Comprehensive special rate lifecycle management:
Creation & modification of special rates
Credit Note / Net Rate category tagging
Auto discount calculation and validation
Multi-level approval workflow
Cap quantity logic enforcement
Auto-send Net Rate special rates to SAP
Bulk upload & rate extensions
Auto-population of expired special rates for renewal
Rate contracts for group hospitals with approval workflows

3. Order Management (Mobile + Web)

Field users and chemists can create and manage orders directly through the platform:
Order creation by field team or chemist
Special rate auto-identification during order placement
Special rate category display (Credit Note / Net Rate)
Chemist approval workflow before stockist fulfillment
Partial / full delivery status updates
Automatic cap quantity conversion to PTR rate on exhaustion

Mobile support is available for Order Module operations where opted .

4. Claims Management & Settlement

Structured claims validation and automated settlement flow:
Self-submission of claims by stockist
Validation against primary sales & invoice data
Multi-level verification & approval
Auto credit/debit note processing via SAP
Reprocessing of rejected claims
Handling mixed Credit Note & Net Rate orders

5. Governance, Reporting & Controls

Enterprise-grade visibility and compliance:
Dashboards & business insights
Exception reporting
Role-based access control
Audit logs with timestamp tracking
SAP integration for:
Special rate data sync
Credit note posting
Processing confirmation via reverse file

Business Impact
Eliminates fragmented approval systems (IDEP / PDMS)
Reduces manual validation at CFAs and depots
Strengthens compliance & audit readiness
Improves turnaround time for pricing, ordering, and settlement
Minimizes risk of diversion and claim fraud

Target Users
Sales Representatives
Institutional Business Teams
Chemists
Stockists
Claims & Finance Teams
Business Approvers
Administrators

Platform Overview

Special Rate Automation delivers a centralized digital backbone for institutional pricing governance, from onboarding through final claim settlement, fully integrated with SAP and supported by configurable workflows and reporting modules

Recent changes:
- All module release