Clinics & medical centres
Doctors and specialists deliver paid sessions using products in their custody; patients pay at reception, across one branch or several.
01The project
When revenue is earned by people in the field
-
Business model
Many businesses earn their revenue through people: a specialist delivering a paid session, or a sales representative selling a factory’s product lines from the stock entrusted to them. Each sale uses goods held by that person, and the customer pays in cash, by card, transfer or mobile wallet, sometimes in part and sometimes in another currency.
-
Operational requirements
Owners need to know what each person sold and used, which products are in whose hands, how much cash each cashbox holds, what customers still owe, and what commission each person has earned, without rebuilding the picture from spreadsheets at month end.
-
The SalesX solution
SalesX records each sale as a draft with the people who made it, the products, discounts and payments. One approval then creates the invoice, deducts the products from that person’s custody or a branch warehouse, posts the accounting entries and records the payments in the chosen cashbox or bank account, all at once or not at all.
-
Business value
Every figure has an owner and a trail: stock in custody per person, cash per cashbox, balances per customer, commission per seller, and an activity log of who changed what. Managers read live records instead of reconciling separate lists.
One model, two industries
The engine is the same wherever sales are made by people who carry stock. The screens on this page show the clinic edition; for a manufacturer or distributor, MagnAct adapts the same system to your vocabulary and processes.
Manufacturers & distributors
Sales representatives sell your product lines from the stock issued to them, collect from customers, hand cash to the company and earn commission.
| In the clinic edition | For a manufacturer or distributor |
|---|---|
| Doctors and specialists | Sales representatives and their assistants |
| Patients | Customers and outlets |
| Patient sessions | Sales orders and visits |
| Custody stock held by a specialist | Stock issued to a representative (van or consignment stock) |
| Materials in nested categories | Products grouped by product or production line |
| Branch cashboxes and the main treasury | Representatives’ or branch cashboxes and the main treasury |
| Commission rate for doctors and for specialists | Commission rate for each of the two selling roles |
SalesX manages the sale, stock, cash and commissions of finished products. It does not plan or track manufacturing itself.
