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Pharmaceutical Sales Management template
A sales and stock app for pharmaceutical distributors.
by AgentUIUpdated November 13, 2026
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What's inside the Pharmaceutical Sales Management template
- Medical reps write orders for their pharmacies, clinics, hospitals and doctors from their phone.
- Every order takes its units out of stock lot by lot, first to expire first, and its totals come from the order lines.
- Track batches by lot and expiry, write off expired stock, record payments against each order and see what is overdue.
- Managers see every rep's sales against target, counter sales, and reports by product, customer and rep.
- Reps only see their own customers and orders.
- Invoice PDF, a daily low-stock and expiring-batch email, Excel import (up to 500 products), sample data, English and Spanish.
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Questions about this template
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Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
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