Okay, I have entered CDC, but I was actually supposed to go to DIC.

So, what I did was, from DIC, I sent a depot transfer requisition stating that I will send the products from the damaged, required damage expired store to CDC. The DM has verified it, or rather, approved it. Now I have come back to the person in DIC from whom I will move the products. Meaning, to the Dhaka depot.

After coming to the Dhaka depot, I will again look in the inventory, under transfer approval, and see that there is a requisition from the Central Depot. It's already verified by DM. If we click on it, we can see that this is the transfer number, transfer from Dhaka Depot to Central Depot. We will do this for a quantity of 15, we will give 'FMS Nases Spray'.

So here again, like before, I will select the driver. This time, let's select someone else. Let's try selecting Liton Mojumder, because Forhad's name wasn't appearing. Let's see if his name works. After selecting the driver, we will approve it.

So, it has been approved. Now what I'll do is print the gate pass. Just like the previous one, I will print the gate pass.

Let me show you the gate pass. This is the gate pass.

And similarly, the challan can also be printed here. I won't show the challan print for now since it's the same thing, no point in showing it again. So, after we print the gate pass, it will go to dispatch again. If we go to delivery dispatch, there's a delivery gate pass of one kind, which will be for deliveries, and the one we will go to now is this, the transfer gate pass. Liton Mojumder's name has appeared. He is the one who will take it. If we dispatch it, from Zohurul Islam's inventory, 15 units of FMS Nases Spray should be reduced. Let's check the stock position again to see if it has been reduced here. We will look at the Damage Expire store.

Yes, in the Damage Expire store, Evermes Nases Spray has become 20, meaning 15 have already been reduced. So, Mr. Zohurul Islam, meaning from Dhaka DIC, from Dhaka Depot, from these stores, 15 units of the product Evermes Nases Spray have been dispatched. Now, this will go to the Central Depot. So, we have to receive it from the Central Depot. To receive it at the Central Depot, we again go to the Central Depot Manager, the Depot In-charge. 00336. After going to him, we will again receive it through GRN. If we click on GRN, we will see...

Here, Liton Mojumder has appeared. 27th December. Liton Mojumder has brought 15 quantities of Evermes Nases Spray. We can make the receive quantity 15. There is an edit button here to indicate if we are receiving all 15 or if the quantity has decreased in transit, there's an edit button for that. If we want, we can edit and reduce it, but we can't increase it. But for now, it's better if we don't look at it. Choose receive type. Shortage, damage, why it was reduced, which item was reduced, we can see various options like that. It's short. For now, I am not editing. I think Sumon sir is not on the line with us. Should I call Sumon sir and ask him to join? Or should I show it now?
No problem. If you can, it's not a problem. And if you need to, you can call him. No problem.

Okay, fine. No, I will just show the receiving part. That after receiving, here in damage expiry... shall we check the stock position first? What is in the stock here? Not unrestricted. I need the Damage Expire store.

Here in the stock position, in the Central Depot's stock position, we see they have one unit of Evermes Nases Spray in the depot. That's why it was showing one there, because there is one in the Central Depot. Now, if we receive it... transfer... sorry, in GRN...

It takes a lot of time.

Liton Mojumder. If we receive it, the stock should increase. So, we have received it.

If we again go to the stock position, to the Damage Expire store, then we will see that it has already become 16, meaning the stock has increased by 15.

So, this is our depot transfer. That's all. We saw depot transfer, we saw internal transfer, we saw stock requisition, that's all for today.

Now you can ask the questions. If I can, I can answer them. And if I can't, then the answer will be given after Sumon sir arrives.

Among them, my main issue was about those numbers... so that's not a problem. That's okay. We are next. Do you want to show anything else today?
Yes, today the next thing I will show is...
Sumon sir maybe has arrived.
Yes, yes.
Sir, I have finished showing the depot transfer. Stock transfer, stock requisition, depot transfer, internal transfer.

Now, what I want to show is about customers, which I will show on the app.

Sir, should I go to the app, or do you want to say something else?
Okay, so the depot transfer part is finished, right?
Yes, sir.
Okay. So, what do we have to show today? Customer-related, right?
Yes.
Okay, customer...
Then let's show the customer part from the web, from stakeholders, okay? After that, let's go to an app.

Okay.

Okay, to show the customer part, we have logged into DIC. We will give a brief about the customer from DIC. After that, we will show later how to create a customer, how to update, release, and how to provide facilities to the customer, and how to do these through the app. We are going to the feature named 'Customers' under Stakeholders.

We can also create customers from DIC, move them from one territory to another, assign them, search them by name. So we'll look at a customer that was created...
Usually, create customer is done from MIO, that's why I'll just go into a customer's profile.
So, we can see if activation is on or not. If we want, we can also deactivate it from here using DIC. In 'Basic', there are various details about the customer...
A question came to my mind from the previous section, about your products. In your products, when you add products, you add numbering or numeric figures. Or you add alphabetical figures. So, do you add any images here? When you make a stock entry?

Meaning, an image of the product.

In stock entry, we usually don't add any product images.

There is another folder called 'Products'. If we go to 'Products', we can do that, but the image feature is not here.
We have a separate folder for products where we can change the pricing on the products or what offers can be given on the products. Also, for our customers, there are some things...
We will definitely look into the product. By product image, I mean the product's brochure, the literature, that can be uploaded. Okay? Our last tab, Documents. We'll see that another day. Pictures can probably also be given.
We will see that another day. Here, I think a picture can probably be given, but we will discuss products another day in more detail because there are many things here as well. There are settings, attributes, the type can be changed, many kinds of things... a lot can be done with this as well.
Like, the pricing change has a whole separate thing.
So today, we are now going back to Stakeholders > Customers.

This customer, I have actually newly created it, which is why it's named 'Test December'. I usually create customers with 'test' in the name so I can find them easily. That's why I keep such names. So, usually, for other customers, an actual... if we look at an actual customer, I think that would be better.

Ibn Sina. I-B-N space S-I-N-A.

Okay, Ibn Sina. There are various ones, Ibn Sina Diagnostic, Ibn Sina Lab, many things. Special Chemist Ibn Sina Diagnostic, let's look at this one.

In basic information, there are many things. This is usually the information of the owner of Ibn Sina. Then, as a customer, what is their payment mode, if Mushak is needed, if AIT is needed, what percentage the AIT is, if they take any offers, there are many such things. Then if we go to Business, we can see what type of customer it is. It can be a Special Chemist or just a Chemist. It can be an institution, many types are possible. Women's Code, Trade License, these are usually business-related things. In the Sales Area, we can see how many stores it has and where they are located. We can see they have two stores with the same name, and what the area code is, and what their status is, whether it's active or has become inactive, things like that. In Offers, if we have given them any offer... customers are often given offers, like whatever amount this customer buys for, they get a 10% discount. If any such offer is given... Like the discount offer of 10% is already given. This is from January 31st... from January 1st to December 31st, they have been offered a 10% discount. Products... if the customer has any special products, that this customer always buys this in large quantities, and in many cases for us, they know the product by a special name. This is probably... the feature is not enabled for JMI Pharma, but for our GSMDL, we have it, where... for syringes... where I have one product, but I know it by a different name. We have a feature like that. We will look at those another day. In accounts, we can see the total invoice amount, how many orders, what is their current outstanding amount that they haven't paid yet. They have a credit limit of 1.9 million BDT. Among that, available... actually, a credit limit of up to 1.9 million BDT can be given, but currently there's none available. Current outstanding is 40,000, meaning they haven't paid yet. Again, if we go to Invoices, then we can see how many invoices they have taken so far, and among them... there are various things. We will look at these another day as well. In Credit Limits, I think more work can be done. It will take a few more days. So this is the customer, which can be done in the customer profile. The DIC can do some of it, but the DM has maximum control. So this is the customer from the DIC's end. We will now go to the app, where I will show you how to create a customer.

I am stopping the screen share for a moment. And I will log in from the app and then I'll be back on. This can stay here for now.
Okay, no problem. Please.

I have started the screen share.

Sorry, my two devices were on, causing a separate issue.

I am logging in with an MIO account.

Okay. When I log in as an MIO, in the MIO's dashboard, there is a tab called 'Customers'. Here we can see which customers are in his territory.

Here, there are many customers... regarding customers, we usually do four types of things. One is 'Create Customer', which the MIO can do. Another is 'Edit Customer', then 'Update'... sorry, 'Edit' and 'Update' are the same... a 'Release' customer, and what it does is, it's about giving a facility to a customer.

Yes.

Now, first, if I show the customer creation, then we go to 'Customers' and if we press the plus icon, an option to create a customer will be selected. There, if I first submit to show you, which I usually do, that until valid data is given... until some required data is given, it will not allow submission. I'll give a customer name of my choice, customer full name... today is the 27th. 27/12/22. If I give the owner's full name as 'Test Customer', I gave a contact number. Customer type... we have three types of customers. One is 'Chemist Shop', which is generally what chemists give. 'Institution'... these are also usually... For chemist shops, it's usually cash-related transactions. Usually small shops are considered chemist shops. 'Institution' is for large institutions, like PG Hospital or any hospital. These are usually considered institutions. And 'Special Chemist' is usually a chemist shop, but they... for example, a large pharmacy like a brand. Something like that. Meaning, they might not deal in cash, sometimes they want to deal in cheques, sometimes they deal in... like that. We'll create a special chemist. I don't have to give an email address for now. Address... customer address. Mugda, Dhaka. I select the district, Dhaka. Thana I selected, Motijheel. Our territory is auto-selected because I am creating the customer from an MIO account. We can also create it using an AM account, in which case we have to select the territory. Or we can also do it with an RSM, in that case, I also have to select the territory, which territory it will be for. And if the MIO is under one territory, then it is auto-selected, their own territory. VAT registration, trade license... I gave the trade license as TRL123. Taxpayer TIN, I gave TIN123. Drug license. We can enable the AIT challan flag, VAT challan flag, MR required flag. I enabled VAT and AIT. I set the AIT percentage to 3%. I set the duration to 120 days. The full form of these or what they actually do, I can't explain that well. What AIT challan flag means or VAT... VAT challan flag...
Is the AIT being given by them or to you... they don't have to give AIT... the registered company will give the AIT. You just collect the AIT information from them.
Yes. They are the ones who usually do it. The work is usually done by them. We just... We are just giving the information.
Okay. Here, does there have to be licensing for any entity, or is a business information registration number enough? Is it a must to have a medical, sorry, medical... in Bangladesh, for example, there is a medical body for those who see patients... do they need any licensing, or can anyone who wants to just open a pharmacy?

No, licensing is required here.
A drug license is required.
A drug license is required. Without it, it's not permitted here.
So, in your system, is a drug license mandatory? Is it required or not?
It is required.
Okay, it's required. Okay.
Is there any specific way you check the license? Through some API or manually?
No, no, we can do it, but what we can do is check for duplicates.
No, no. We can't do that, but what we can check for is duplicates. If a duplicate drug license is entered, we can detect that.

Okay.

I'm getting an error, I don't know why. I can't seem to do it. Okay.
End of this...
I'm being shown an error for some reason.
Meaning, you are checking the drug license here, but is the drug license value being checked?
No, it's just...
Okay, so you're not checking for validity?
Actually, my problem is...
Is there a problem?
I don't know...
Actually, let me explain. Here we have a setting on the web, where we have a portal for duplicate checking. There, if a chemist has the same name, same mobile number, same address, and same drug license, as soon as that happens, we can show there how many duplicates there are. And finally, the decision will be taken by the DIC itself, whether to allow those duplicates or not. Okay? Otherwise, it won't be allowed. They can decline it right there. We will see this when we go to the web.
The presenter's app is having an error and she cannot proceed with creating the customer. The senior manager suggests she just verbally explains the process. The presenter explains that after an MIO submits a creation request, it goes to their Area Manager (AM) for verification. The AM can see pending requests, review the details, and verify them. Once verified by the AM, the request moves to the web portal for the DIC to review. The presenter logs back into the web portal as a DIC. She explains that in the Customer Approval section, the DIC can see the request. A key feature here is the duplicate check, which lists any existing customers with a similar name, phone number, or license. The senior manager explains that this helps the DIC decide whether to approve or reject the creation. If it is a legitimate new branch, they can approve it; if it's a duplicate entry, they reject it. After the DIC verifies it, the request goes to the Distribution Manager (DM) for final approval. The presenter logs in as the DM and shows the pending approval screen. The DM reviews and gives the final approval, after which the customer becomes active in the system and ready for business.

The presenter then moves on to explain the other customer-related functionalities in the MIO app.

Edit Customer: An MIO can request to edit an existing customer's details. This request also goes through the same approval flow: AM verifies, then DIC/DM approves on the web.

Release Customer: If a customer is assigned to the wrong MIO or territory, the MIO can request to "release" them. This request is approved by the AM. Once released, the customer becomes "unassigned."

Assign Customer: Another MIO from the correct territory can then find the released customer in the "Unassigned Customer" list and assign them to their own territory. This also requires approval.

Facilitation: This feature is used to provide special status or benefits to a customer, like changing their type from a regular "Chemist" to a "Special Chemist." A special chemist might get better credit terms or offers. This request also goes through the approval hierarchy.

The senior manager clarifies that a "Special Chemist" is typically a larger pharmacy that is granted the ability to make payments via cheque (credit) instead of being restricted to cash-only transactions like smaller chemist shops.

The presenter confirms the approval flow is consistent for all these actions: MIO initiates, AM verifies on the app, and then it goes to the web for final approval from DIC and/or DM.