System Notification

Action completed successfully

SALES EXECUTION

Merz Sales Flow

Generate & Manage
Quotations

RESOURCE REQUEST

Stock Request

Request Products for
Events & Workshops

SOURCE OF SKILLS

In-Clinic Training

Manage In-Clinic
Training Requests

Merz Sales Flow
4
John Smith Role: Sales Rep
Menu

Deals

วันที่เริ่มต้องไม่หลังวันที่สิ้นสุด
Approved Deals
4
฿37.84M
Pending Deals
5
฿26.82M
Approved Orders
10
฿37.52M
Deal Fulfillment
99.2%
Approved Orders vs Approved Deals
All
Deal No. & Customer Deal Name / Validity Period Target Quota Grand Total (InVAT) Progress Status Sales Owner
AM International Hospital
Approved
Q3 Ultherapy & Injectable Campaign FY26
01 Jan 2026 – 31 Dec 2026
581 Items 11,525,000.00
451 Executed 78%
Approved John Smith
Quotations 3 Quotations
QT-2608-0060 Approved
08/01/2026 ฿ 4,500,000.00
QT-2608-0001 Approved
10/01/2026 ฿ 20,816,422.00
QT-2608-0052 Pending NSM
05/02/2026 ฿ 5,885,000.00
Sales Orders 3 Orders
SO-2608-0003 Approved
QT-2608-0060 ฿ 4,500,000.00
20/01/2026 +1 Items
SO-2608-0001 Approved
QT-2608-0001 ฿ 10,408,211.00
15/01/2026 +250 Items
SO-2608-0002 Approved
QT-2608-0001 ฿ 8,326,569.00
QT-2608-0052
10/02/2026 +200 Items
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
Tier 1 Achieved
Bangkok Chiengmai Hospital
Pending SD (3/3)
ULTHERA PRIME System Package FY26
01 Jan 2026 – 31 Dec 2026
1 Items 1,525,000.00
0 Executed 0%
Pending Sales Director John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
V Square Clinic
Pending SM (1/1)
Ultherapy TD Transducer Commitment FY26
01 Jan 2026 – 31 Dec 2026
30 Items 3,210,000.00
0 Executed 0%
Pending SM John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
SLC Clinic
Pending NSM (2/2)
Belotero Volume Commitment FY26
01 Jan 2026 – 31 Dec 2026
300 Items 1,926,000.00
0 Executed 0%
Pending NSM John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
The Klinique
Draft
***Special offer for Radiesse+ lot. 439733 (EXP. 08/27)
01 Aug 2026 – 31 Aug 2027
50 Items 642,000.00
0 Executed 0%
Draft John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
Apex Profound Beauty
Return
Xeomin 100U Annual Commitment FY26
01 Jul 2026 – 30 Sep 2026
200 Items 2,247,000.00
0 Executed 0%
Return John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
Romrawin Clinic
SM Rejected
Ultherapy Mask Pre-Order FY26
01 Jul 2026 – 30 Sep 2026
50 Items 53,500.00
0 Executed 0%
Rejected John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
Gangnam Clinic
Cancelled
Belotero VOLUME Q3-FY26
01 Jul 2026 – 30 Sep 2026
50 Items 321,000.00
0 Executed 0%
Cancelled John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
Meko Clinic
Approved
RADIESSE CLASSIC & PLUS Q3-FY26
01 Jul 2026 – 30 Sep 2026
50 Items 642,000.00
0 Executed 0%
Approved John Smith
Quotations 1 Quotation
QT-2608-0018 Approved
15/02/2026 ฿ 13,375,000.00
Sales Orders 1 Order
SO-2608-0015 Approved
DL-2608-0009
20/02/2026 +400 Items
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
Nitipon Clinic
Draft
Xeomin Q3-FY26
01 Jul 2026 – 30 Sep 2026
50 Items 321,000.00
0 Executed 0%
Draft John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
Pornkasem Clinic
Pending SM (1/1)
Ulthera TD + Accumulation FY2627
01 Jul 2026 – 30 Jun 2027
50 Items 5,350,000.00
0 Executed 0%
Pending SM John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
Doctor Youth Clinic
Approved
Bundle Radiesse & Belotero Q3-FY26
01 Jul 2026 – 30 Sep 2026
1,500 Items 12,840,000.00
0 Executed 0%
Approved John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
V Square Clinic
Pending SM (1/2)
Bundle Radiesse & Belotero Q4-FY26
01 Oct 2026 – 30 Sep 2027
1,500 Items 12,840,000.00
0 Executed 0%
Pending SM John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Tracking starts once the deal is approved.
SLC Clinic
Approved
Belotero 18M Drawdown FY26-27
01 Mar 2026 – 31 Aug 2027
2,000 Items 12,840,000.00
560 Executed 28%
Approved John Smith
Quotations 0 Quotations
No quotations yet.
Sales Orders 6 Orders
SO-2608-0014 Approved
DL-2608-0014
20/08/2026 +60 Items
SO-2607-0014 Approved
DL-2608-0014
20/07/2026 +100 Items
SO-2606-0014 Approved
DL-2608-0014
20/06/2026 +100 Items
SO-2605-0014 Approved
DL-2608-0014
20/05/2026 +100 Items
SO-2604-0014 Approved
DL-2608-0014
20/04/2026 +100 Items
SO-2603-0014 Approved
DL-2608-0014
20/03/2026 +100 Items
Progress Status
Tracking starts once the deal is approved.
DL-2608-0001 Approved
Approved

AM International Hospital

Q3 Ultherapy & Injectable Campaign FY26

01 Jan 2026 – 31 Dec 2026

Target 581 Items · ฿ 11,525,000.00

Owner: John Smith

3 Quotations 3 Orders
451 Executed 78%
DL-2608-0002 Pending Sales Director
Pending SD (3/3)

Bangkok Chiengmai Hospital

ULTHERA PRIME System Package FY26

01 Jan 2026 – 31 Dec 2026

Target 1 Items · ฿ 1,525,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0003 Pending SM
Pending SM (1/1)

V Square Clinic

Ultherapy TD Transducer Commitment FY26

01 Jan 2026 – 31 Dec 2026

Target 30 Items · ฿ 3,210,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0004 Pending NSM
Pending NSM (2/2)

SLC Clinic

Belotero Volume Commitment FY26

01 Jan 2026 – 31 Dec 2026

Target 300 Items · ฿ 1,926,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0005 Draft
Draft

The Klinique

***Special offer for Radiesse+ lot. 439733 (EXP. 08/27)

01 Aug 2026 – 31 Aug 2027

Target 50 Items · ฿ 642,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0006 Return
Return

Apex Profound Beauty

Xeomin 100U Annual Commitment FY26

01 Jul 2026 – 30 Sep 2026

Target 200 Items · ฿ 2,247,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0007 Rejected
SM Rejected

Romrawin Clinic

Ultherapy Mask Pre-Order FY26

01 Jul 2026 – 30 Sep 2026

Target 50 Items · ฿ 53,500.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0008 Cancelled
Cancelled

Gangnam Clinic

Belotero VOLUME Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 50 Items · ฿ 321,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0009 Approved
Approved

Meko Clinic

RADIESSE CLASSIC & PLUS Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 50 Items · ฿ 642,000.00

Owner: John Smith

1 Quotation 1 Order
0 Executed 0%
DL-2608-0013 Pending SM
Pending SM (1/2)

V Square Clinic

Bundle Radiesse & Belotero Q4-FY26

01 Oct 2026 – 30 Sep 2027

Target 1,500 Items · ฿ 12,840,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0010 Draft
Draft

Nitipon Clinic

Xeomin Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 50 Items · ฿ 321,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0011 Pending SM
Pending SM (1/1)

Pornkasem Clinic

Ulthera TD + Accumulation FY2627

01 Jul 2026 – 30 Jun 2027

Target 50 Items · ฿ 5,350,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0012 Approved
Approved

Doctor Youth Clinic

Bundle Radiesse & Belotero Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 1,500 Items · ฿ 12,840,000.00

Owner: John Smith

No Quotation No Order
0 Executed 0%
DL-2608-0014 Approved
Approved

SLC Clinic

Belotero 18M Drawdown FY26-27

01 Mar 2026 – 31 Aug 2027

Target 2,000 Items · ฿ 12,840,000.00

Owner: John Smith

0 Quotations 6 Orders
560 Executed 28%
1 to 10 of 14 items

DL-2608-0001: AM International Hospital

Approved Validity 12 Months : 01 Jan 2026 — 31 Dec 2026
Postpone รอ SM Review · ไม่ล็อก Deal. —
This deal has unsubmitted changes. Submit for approval again. New quotations and sales orders are on hold until it is approved.
Customer Information
AM International Hospital
Hospital WHALEs Current
Deal Name
Q3 Ultherapy & Injectable Campaign FY26
Remark(Internal Note)
-
Commitment Fulfillment
45%
451 items fulfilled out of 581 Items Total Agreement
Total Committed Value
฿ 11,525,000.00
Deal Plan
Accumulation Active
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
Tier 1 Achieved
Next Target:
Tier 2 Locked (Requires 50%)
No active rules yet.
Tracking starts once deal is active.
Accumulation is off.
Deal ใบนี้ไม่สะสมยอด เปิดสวิตช์ด้านบนเพื่อเริ่มติดตาม
Approval Progress —
Not submitted
Waiting
Step 1 · SM
Preeyaporn Thongchai
preeyaporn.t@merz.com
ยังไม่ถึงลำดับการอนุมัติ
Waiting
Step 2 · NSM
Sarah Jenkins
sarah.j@merz.com
ยังไม่ถึงลำดับการอนุมัติ
Waiting
Step 3 · SALES DIRECTOR
Alexander Grant
alexander.g@merz.com
ยังไม่ถึงลำดับการอนุมัติ
Discussion 6 ข้อความ
John Smith Sales Owner 08 Jan 2026 10:22
ส่งขออนุมัติ Deal ทั้งใบ 5 รายการ มีรายการระดับ Special สองรายการคือ Ulthera Prime System และ Ultherapy Transducer
Preeyaporn Thongchai SM 08 Jan 2026 14:05
ราคาต่อหน่วยตรงกับที่คุยกับลูกค้าไว้ อนุมัติผ่านไปลำดับถัดไป
Sarah Jenkins NSM 09 Jan 2026 09:40
ขอดูที่มาของส่วนลดรายการ BELOTERO 300 ชิ้นก่อน ตัวเลขต่างจากดีลใบก่อนของลูกค้ารายนี้
John Smith Sales Owner 09 Jan 2026 11:15
มาจากขั้นโปรโมชันใหม่รอบ Q3 ที่เพิ่มของแถมอีก 20 เปอร์เซ็นต์ แนบเอกสารไว้ที่ Internal Notes แล้ว
Sarah Jenkins NSM 09 Jan 2026 15:30
ได้ข้อมูลครบแล้ว อนุมัติ
Alexander Grant Sales Director 10 Jan 2026 09:10
อนุมัติทั้งใบ
Sarah Jenkins NSM 12 Feb 2026 16:40
ส่วนลดรวมเกินกรอบที่อนุมัติได้ในระดับนี้ ขอให้ทบทวนราคาต่อหน่วยของ Belotero SOFT แล้วส่งกลับมาใหม่
Preeyaporn Thongchai SM 05 Mar 2026 11:25
ลูกค้ายังมี Deal เดิมที่ยังไม่ปิด และยอดรวมของใบนี้ไม่มีมูลค่าผูกพัน จึงไม่รับพิจารณา
—
Approver Decision · SM มุมมองผู้อนุมัติ
จำเป็นต้องระบุเหตุผลเมื่อส่งกลับแก้ไขหรือปฏิเสธ
Deal Items & Tracking
No. Product / Description Qty Bonus Pricelist
(ExVAT)
Total Discount
THB / % (ExVAT)
Net Value / VAT
(ExVAT / 7%)
Grand Total
(InVAT)
ASP
(InVAT)
1
Unit Price 4,205,607.48
Special
NetDiscountBonus
1 / 1
100%
TD×2 PCS
Unallocated (ยังไม่ระบุ)
HANDPIECE×1 SET
CART×1
฿365,000.00 · 8.7%
4,205,607.48
- 934,579.44
- 22.22%
3,271,028.04
VAT 228,971.96
3,500,000.00
• Price Discount ราคาลด Step 1- ฿467,289.72
↓ ลด 11.1% จากราคาเต็ม
• Trade-In กรณีทั่วไป- ฿467,289.72
↓ ลด 11.1% จากราคาเต็ม
Bonus Items 4 Pcs · 8.7%฿365,000.00
TD ×2 · HANDPIECE ×1 · CART ×1
• Total Value Received฿4,570,607.48
• Discount & Bonus฿1,299,579.44
Customer Value Given 30.9%
2
Unit Price 100,000.00
Standard
NetBonus
9 / 30
30%
TD×5 PC
Unallocated (ยังไม่ระบุ)
฿500,000.00 · 16.7%
3,000,000.00
–
3,000,000.00
VAT 210,000.00
3,210,000.00
Bonus Items 5 Pcs · 16.7%฿500,000.00
TD ×5
• Total Value Received฿3,500,000.00
• Discount & Bonus฿500,000.00
Customer Value Given 16.7%
3
Unit Price 6,000.00
Special
NetBonus
235 / 300
78%
BELOTERO×180 CC
Unallocated (ยังไม่ระบุ)
฿1,080,000.00 · 60.0%
1,800,000.00
–
1,800,000.00
VAT 126,000.00
1,926,000.00
Bonus Items 180 Pcs · 60.0%฿1,080,000.00
BELOTERO ×180
• Total Value Received฿2,880,000.00
• Discount & Bonus฿1,080,000.00
Customer Value Given 60.0%
4
Unit Price 12,000.00
Standard
NetBonus
16 / 50
32%
RADIESSE+×25 Box
฿300,000.00 · 50.0%
600,000.00
–
600,000.00
VAT 42,000.00
642,000.00
Bonus Items 25 Pcs · 50.0%฿300,000.00
RADIESSE+ ×25
• Total Value Received฿900,000.00
• Discount & Bonus฿300,000.00
Customer Value Given 50.0%
5
Unit Price 10,500.00
Special
NetBonus
190 / 200
95%
X.100U×40 Box
฿420,000.00 · 20.0%
2,100,000.00
–
2,100,000.00
VAT 147,000.00
2,247,000.00
Bonus Items 40 Pcs · 20.0%฿420,000.00
X.100U ×40
• Total Value Received฿2,520,000.00
• Discount & Bonus฿420,000.00
Customer Value Given 20.0%
6
Unit Price 1,500.00
Standard Pre-Order
NetDiscountBonus
0 / 50
0%
MASK×25 PCS
Volume Tier Bonus · ซื้อ 50 แถม 25
฿37,500.00 · 50.0%
75,000.00
- 25,000.00
- 33.33%
50,000.00
VAT 3,500.00
53,500.00
• Price Discount Pre-Order Rate 1,000.00 · 33.3%- ฿25,000.00
Bonus Items 25 Pcs · 50.0%฿37,500.00
MASK ×25
• Total Value Received฿112,500.00
• Discount & Bonus฿62,500.00
Customer Value Given 83.3%
7
Unit Price 6,000.00
Special Bundle
NetBonus
0 / 1,000
0%
BELOTERO×720 CC
Volume Sales Option · ซื้อ 1,000 แถม 720
฿4,320,000.00 · 72.0%
6,000,000.00
–
6,000,000.00
VAT 420,000.00
6,420,000.00
Bonus Items 720 CC · 72.0%฿4,320,000.00
BELOTERO ×720
• Total Value Received฿10,320,000.00
• Discount & Bonus฿4,320,000.00
Customer Value Given 72.0%
สร้างพร้อมกับรายการที่ 8 · RADIESSE จาก SPECIAL BUNDLE - Radiesse and Belotero
8
Unit Price 12,000.00
Special Bundle
NetBonus
0 / 500
0%
RADIESSE×360 Box
Unallocated (ยังไม่ระบุรุ่น)
฿4,320,000.00 · 72.0%
6,000,000.00
–
6,000,000.00
VAT 420,000.00
6,420,000.00
Bonus Items 360 Box · 72.0%฿4,320,000.00
RADIESSE ×360 · Unallocated
• Total Value Received฿10,320,000.00
• Discount & Bonus฿4,320,000.00
Customer Value Given 72.0%
สร้างพร้อมกับรายการที่ 7 · BELOTERO จาก SPECIAL BUNDLE - Radiesse and Belotero
9
Unit Price 6,000.00
Standard
NetBonus
0 / 50
0%
REVIVE×1 CC
VOLUME×24 CC
Volume Sales Option · ซื้อ 50 แถม 25
฿150,000.00 · 50.0%
300,000.00
–
300,000.00
VAT 21,000.00
321,000.00
ระบุรุ่นฝั่งซื้อครบ 50 of 50 CC · VOLUME 50 CC = 25 box
Bonus Items 25 CC · 50.0%฿150,000.00
REVIVE ×1 · VOLUME ×24 · รวม 13 box
• Total Value Received฿450,000.00
• Discount & Bonus฿150,000.00
Customer Value Given 50.0%
10
Unit Price 12,000.00
Standard
NetBonus
0 / 50
0%
RADIESSE×10 Box
RADIESSE+×15 Box
Volume Sales Option · ซื้อ 50 แถม 25
฿300,000.00 · 50.0%
600,000.00
–
600,000.00
VAT 42,000.00
642,000.00
ระบุรุ่นฝั่งซื้อครบ 50 of 50 Box · RADIESSE 25 Box · RADIESSE+ 25 Box
Bonus Items 25 Box · 50.0%฿300,000.00
RADIESSE ×10 · RADIESSE+ ×15
• Total Value Received฿900,000.00
• Discount & Bonus฿300,000.00
Customer Value Given 50.0%
11
Unit Price 6,000.00
Standard
NetBonus
0 / 50
0%
50U×20 Box
Volume Tier Bonus · ซื้อ 50 แถม 20
฿120,000.00 · 40.0%
300,000.00
–
300,000.00
VAT 21,000.00
321,000.00
Bonus Items 20 Box · 40.0%฿120,000.00
50U ×20
• Total Value Received฿420,000.00
• Discount & Bonus฿120,000.00
Customer Value Given 40.0%
12
Unit Price 100,000.00
Standard
NetBonus
0 / 50
0%
TD×10 PCS
Unallocated (ยังไม่ระบุรุ่น) · ซื้อ 50 แถม 10
฿1,000,000.00 · 20.0%
5,000,000.00
–
5,000,000.00
VAT 350,000.00
5,350,000.00
Bonus Items 10 PCS · 20.0%฿1,000,000.00
TD ×10 · ยังไม่ระบุรุ่น 0 of 10 PCS
• Total Value Received฿6,000,000.00
• Discount & Bonus฿1,000,000.00
Customer Value Given 20.0%
13
Unit Price 6,000.00
Beyond Special
NetDiscountBonus
560 / 2,000
28%
BELOTERO×1,500 CC
Unallocated (ยังไม่ระบุ)
Beyond Bonus · 720 → 1,300
฿9,000,000.00 · 75.0%
12,000,000.00
–
12,000,000.00
VAT 840,000.00
12,840,000.00
Bonus Items 1,500 CC · 75.0%฿9,000,000.00
BELOTERO ×1,300 · BELOTERO ×200
• Total Value Received฿21,000,000.00
• Discount & Bonus฿9,000,000.00
Customer Value Given 75.0%
14
Unit Price 4,205,607.48
Beyond Special
NetDiscountBonus
0 / 1
0%
TD×4 PCS
Unallocated (ยังไม่ระบุ)
฿365,000.00 · 8.7%
4,205,607.48
- 2,780,373.83
- 66.11%
1,425,233.65
VAT 99,766.36
1,525,000.00
• Price Discount Pricelist Adjustment- ฿2,313,084.11
↓ ลด 55.0% จากราคาเต็ม
• Trade-In กรณีทั่วไป (Standard Trade-in)- ฿467,289.72
↓ ลด 11.1% จากราคาเต็ม
Bonus Items 4 Pcs · 8.7%฿365,000.00
TD ×2 · HANDPIECE ×1 · CART ×1
• Total Value Received฿4,570,607.48
• Discount & Bonus฿3,145,373.83
Customer Value Given 74.8%
Total
451 / 581
77.6%
฿2,670,000.00 · 22.8%
11,705,607.48
- 934,579.44
- 7.98%
10,771,028.04
VAT 753,971.96
11,525,000.00
–
No items added yet.
Quotations
No. Quotation No. Product / Description Pricelist
(ExVAT)
Total Discount
THB / % (ExVAT)
Net Value / VAT
(ExVAT / 7%)
Grand Total
(InVAT)
Total
0.00
- 0.00
- 0.00%
0.00
VAT 0.00
0.00
No Quotations linked yet.
Quotation can be generated once the deal is approved.
Sales Orders
No. Sales Order No. Product / Description Pricelist
(ExVAT)
Total Discount
THB / % (ExVAT)
Net Value / VAT
(ExVAT / 7%)
Grand Total
(InVAT)
Total
0.00
- 0.00
- 0.00%
0.00
VAT 0.00
0.00
No Sales Orders generated yet.
Orders will appear here once items are drawn.

Deal Plan

Master Execution Plan DL-2608-0012: Doctor Youth Clinic 01 Jul 2026 – 30 Sep 2026 As of 22 Sep 2026
Committed (In.Vat)
฿ 0.00
ตามจำนวนที่ตกลงไว้ใน Deal
Ordered (In.Vat)
฿ 0.00
ออก Sales Order แล้ว
Planned Ahead (In.Vat)
฿ 0.00
เดือนนี้เป็นต้นไป
Returned to Pool (In.Vat)
฿ 0.00
Delayed 0 เดือน · คืนเข้า Unplanned Pool แล้ว
Unplanned Pool (In.Vat)
฿ 0.00
รอวางแผนในเดือนที่เหลือ
Re-Submit Plan Approval Pending —
—
Postpone Review Waiting SM Review
—
หมายเหตุภายในของแผนทั้ง Deal ไม่พิมพ์ลงเอกสาร · Remark ของแต่ละสินค้าอยู่ท้ายตารางของสินค้านั้น
Deal Plan Document ข้อความที่พิมพ์ลง Deal Plan PDF ของ Deal นี้ · Preview ใช้ดูอย่างเดียว
เงื่อนไขการสั่งซื้อต้องมีข้อความ กดคืนค่าตั้งต้นได้

Master Monthly Drawdown Schedule

Upcoming Current Month Ordered Delayed
TOTAL ALL PRODUCTS · มูลค่ารวมของแผนทุกเดือน Sub total (Ex.Vat)0.00 Sub total (In.Vat)0.00

Scenario Index

รายการสถานะของหน้าจอสำหรับ capture ลงเอกสาร · Draft คือยังไม่ยืนยัน

ScenarioDRTitleDescriptionStatus

Dashboard

Total Deal Value
฿ 100.8M
From Approved Deal Items
Quotations This Month
92
+9.5% vs Last Month
Orders This Month
44
+15.8% vs Last Month
Deal to Order Conversion
47.8%
44 Orders From 92 Quotations
Quotation vs Order Volume
Quotations Orders
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Document Funnel
Deals12
แปลงต่อได้ 83.3%
Quotations10
แปลงต่อได้ 30.0%
Sales Orders3
Document Status Mix 91 documents
Approved 34
Pending SM 12
Pending NSM 9
Pending Sales Director 5
Return 6
Draft 18
Rejected 4
Cancelled 3
Top 5 Customers by Deal Value
AM International Hospital ฿ 48,500,000.00
Meko Clinic ฿ 12,000,000.00
Bangkok Chiengmai Hospital ฿ 2,400,000.00
Pornkasem Clinic ฿ 20,000,000.00
V Square Clinic ฿ 7,000,000.00
Approval Turnaround by Level เฉลี่ยเป็นวัน
N-3 Sale Manager 0.8 วัน
N-2 National Sale Manager 1.9 วัน
N-1 Sales Director 3.0 วัน
ลำดับที่ใช้เวลานานที่สุดคือ Sales Director ซึ่งเป็นคอขวดของสายอนุมัติ

Quotations

วันที่เริ่มต้องไม่หลังวันที่สิ้นสุด
Active Quotations
7
฿60.74M
Pending Approve
3
฿12.58M
Approved Quotations
4
฿48.16M
Order Rate
65.9%
Approved Orders vs Approved Quotations
All
Quotation No. & Customer Deal Ref. / Issue Date Items Grand Total (InVAT) Drawn to Order Approval Sales Owner
AM International Hospital
Approved
DL-2608-0001
10 Jan 2026
251 Items 20,816,422.00
450 Drawn 45%
Approved John Smith
Meko Clinic
Approved
DL-2608-0009
15 Feb 2026
500 Items 13,375,000.00
400 Drawn 80%
Approved John Smith
AM International Hospital
Pending NSM (2/3)
DL-2608-0001
05 Feb 2026
120 Items 5,885,000.00
0 Drawn 0%
Pending NSM John Smith
AM International Hospital
DL-2608-0001
08 Jan 2026
1 Items 4,500,000.00
1 Drawn 100%
Approved John Smith
V Square Clinic
Pending SD (3/3)
No Deal
02 Mar 2026
2 Items 7,490,000.00
0 Drawn 0%
Pending Sales Director John Smith
SLC Clinic
Pending SM (1/2)
No Deal
06 Mar 2026
50 Items 85,868.00
0 Drawn 0%
Pending SM John Smith
Apex Profound Beauty
Return
No Deal
12 Mar 2026
300 Items 1,926,000.00
0 Drawn 0%
Return John Smith
The Klinique
Draft
No Deal
18 Mar 2026
1,500 Items 16,852,500.00
0 Drawn 0%
Draft John Smith
Romrawin Clinic
SD Rejected
No Deal
20 Mar 2026
800 Items 5,136,000.00
0 Drawn 0%
Rejected John Smith
Gangnam Clinic
Cancelled
No Deal
24 Mar 2026
400 Items 2,747,760.00
0 Drawn 0%
Cancelled John Smith
Meko Clinic
Approved
No Deal
28 Mar 2026
1,000 Items 12,840,000.00
0 Drawn 0%
Approved John Smith
QT-2608-0001 Approved
Approved

AM International Hospital

10 Jan 2026

251 Items · ฿ 20,816,422.00

Owner: John Smith

1 Deal 2 Orders
450 Drawn 45%
QT-2608-0018 Approved
Approved

Meko Clinic

15 Feb 2026

500 Items · ฿ 13,375,000.00

Owner: John Smith

1 Deal No Order
400 Drawn 80%
QT-2608-0052 Pending NSM
Pending NSM (2/3)

AM International Hospital

05 Feb 2026

120 Items · ฿ 5,885,000.00

Owner: John Smith

1 Deal 1 Order
0 Drawn 0%
QT-2609-0004 Pending Sales Director
Pending SD (3/3)

V Square Clinic

02 Mar 2026

2 Items · ฿ 7,490,000.00

Owner: John Smith

No Deal No Order
0 Drawn 0%
QT-2609-0011 Pending SM
Pending SM (1/2)

SLC Clinic

06 Mar 2026

50 Items · ฿ 85,868.00

Owner: John Smith

No Deal 1 Order
0 Drawn 0%
QT-2609-0019 Return
Return

Apex Profound Beauty

12 Mar 2026

300 Items · ฿ 1,926,000.00

Owner: John Smith

No Deal 1 Order
0 Drawn 0%
QT-2609-0027 Draft
Draft

The Klinique

18 Mar 2026

1,500 Items · ฿ 16,852,500.00

Owner: John Smith

No Deal 1 Order
0 Drawn 0%
QT-2609-0033 Rejected
SD Rejected

Romrawin Clinic

20 Mar 2026

800 Items · ฿ 5,136,000.00

Owner: John Smith

No Deal 1 Order
0 Drawn 0%
QT-2609-0040 Cancelled
Cancelled

Gangnam Clinic

24 Mar 2026

400 Items · ฿ 2,747,760.00

Owner: John Smith

No Deal 1 Order
0 Drawn 0%
QT-2609-0046 Approved
Approved

Meko Clinic

28 Mar 2026

1,000 Items · ฿ 12,840,000.00

Owner: John Smith

No Deal 1 Order
0 Drawn 0%
1 to 10 of 11 items

Sales Orders

วันที่เริ่มต้องไม่หลังวันที่สิ้นสุด
Active Orders
13
฿39.33M
Pending Approve
3
฿4.26M
Approved Orders
10
฿35.07M
Approval Rate
89.2%
Approved Orders vs Active Orders
All
Sales Order No. & Customer Quotation Ref. / Issue Date Deal Ref. Items Grand Total (InVAT) Approval Sales Owner
AM International Hospital
Approved
QT-2608-0060
20 Jan 2026
DL-2608-0001
1 Items 4,500,000.00 Approved John Smith
AM International Hospital
Approved
QT-2608-0001
15 Jan 2026
DL-2608-0001
250 Items 10,408,211.00 Approved John Smith
AM International Hospital
Approved
QT-2608-0001
QT-2608-0052
10 Feb 2026
DL-2608-0001
200 Items 8,326,569.00 Approved John Smith
Meko Clinic
Approved
ออกตรงจาก Deal
20 Feb 2026
DL-2608-0009
400 Items 10,700,000.00 Approved John Smith
SLC Clinic
Approved
ออกตรงจาก Deal
20 Aug 2026
DL-2608-0014
60 Items 385,200.00 Approved John Smith
SLC Clinic
Approved
ออกตรงจาก Deal
20 Jul 2026
DL-2608-0014
100 Items 642,000.00 Approved John Smith
SLC Clinic
Approved
ออกตรงจาก Deal
20 Jun 2026
DL-2608-0014
100 Items 642,000.00 Approved John Smith
SLC Clinic
Approved
ออกตรงจาก Deal
20 May 2026
DL-2608-0014
100 Items 642,000.00 Approved John Smith
SLC Clinic
Approved
ออกตรงจาก Deal
20 Apr 2026
DL-2608-0014
100 Items 642,000.00 Approved John Smith
SLC Clinic
Approved
ออกตรงจาก Deal
20 Mar 2026
DL-2608-0014
100 Items 642,000.00 Approved John Smith
V Square Clinic
สร้างตรงจาก Deal
04 Mar 2026
DL-2608-0003
1 Items 3,745,000.00 Pending Sales Director John Smith
SLC Clinic
QT-2609-0011
08 Mar 2026
DL-2608-0004
25 Items 42,934.00 Pending NSM John Smith
Apex Profound Beauty
QT-2609-0019
14 Mar 2026
DL-2608-0006
120 Items 770,400.00 Pending SM John Smith
The Klinique
QT-2609-0027
19 Mar 2026
DL-2608-0005
500 Items 5,617,500.00 Draft John Smith
Romrawin Clinic
QT-2609-0033
22 Mar 2026
DL-2608-0007
200 Items 1,284,000.00 Return John Smith
Gangnam Clinic
Cancelled
QT-2609-0040
26 Mar 2026
DL-2608-0008
60 Items 412,164.00 Cancelled John Smith
Meko Clinic
QT-2609-0046
30 Mar 2026
DL-2608-0009
700 Items 8,988,000.00 Rejected John Smith
SO-2608-0003Approved
Approved

AM International Hospital

QT-2608-0060 · 20 Jan 2026

Deal DL-2608-0001

1 Items · ฿ 4,500,000.00

Owner: John Smith

SO-2608-0001Approved
Approved

AM International Hospital

QT-2608-0001 · 15 Jan 2026

Deal DL-2608-0001

250 Items · ฿ 10,408,211.00

Owner: John Smith

SO-2608-0002Approved
Approved

AM International Hospital

QT-2608-0001 · QT-2608-0052 · 10 Feb 2026

Deal DL-2608-0001

200 Items · ฿ 8,326,569.00

Owner: John Smith

SO-2608-0015Approved
Approved

Meko Clinic

ออกตรงจาก Deal 20 Feb 2026

Deal DL-2608-0009

400 Items · ฿ 10,700,000.00

Owner: John Smith

SO-2608-0014Approved
Approved

SLC Clinic

ออกตรงจาก Deal 20 Aug 2026

Deal DL-2608-0014

60 Items · ฿ 385,200.00

Owner: John Smith

SO-2607-0014Approved
Approved

SLC Clinic

ออกตรงจาก Deal 20 Jul 2026

Deal DL-2608-0014

100 Items · ฿ 642,000.00

Owner: John Smith

SO-2606-0014Approved
Approved

SLC Clinic

ออกตรงจาก Deal 20 Jun 2026

Deal DL-2608-0014

100 Items · ฿ 642,000.00

Owner: John Smith

SO-2605-0014Approved
Approved

SLC Clinic

ออกตรงจาก Deal 20 May 2026

Deal DL-2608-0014

100 Items · ฿ 642,000.00

Owner: John Smith

SO-2604-0014Approved
Approved

SLC Clinic

ออกตรงจาก Deal 20 Apr 2026

Deal DL-2608-0014

100 Items · ฿ 642,000.00

Owner: John Smith

SO-2603-0014Approved
Approved

SLC Clinic

ออกตรงจาก Deal 20 Mar 2026

Deal DL-2608-0014

100 Items · ฿ 642,000.00

Owner: John Smith

SO-2609-0003Pending Sales Director

V Square Clinic

สร้างตรงจาก Deal 04 Mar 2026

Deal DL-2608-0003

1 Items · ฿ 3,745,000.00

Owner: John Smith

SO-2609-0008Pending NSM

SLC Clinic

QT-2609-0011 · 08 Mar 2026

Deal DL-2608-0004

25 Items · ฿ 42,934.00

Owner: John Smith

SO-2609-0012Pending SM

Apex Profound Beauty

QT-2609-0019 · 14 Mar 2026

Deal DL-2608-0006

120 Items · ฿ 770,400.00

Owner: John Smith

SO-2609-0016Draft

The Klinique

QT-2609-0027 · 19 Mar 2026

Deal DL-2608-0005

500 Items · ฿ 5,617,500.00

Owner: John Smith

SO-2609-0021Return

Romrawin Clinic

QT-2609-0033 · 22 Mar 2026

Deal DL-2608-0007

200 Items · ฿ 1,284,000.00

Owner: John Smith

SO-2609-0025Cancelled
Cancelled

Gangnam Clinic

QT-2609-0040 · 26 Mar 2026

Deal DL-2608-0008

60 Items · ฿ 412,164.00

Owner: John Smith

SO-2609-0030Rejected

Meko Clinic

QT-2609-0046 · 30 Mar 2026

Deal DL-2608-0009

700 Items · ฿ 8,988,000.00

Owner: John Smith

1 to 10 of 17 items

My Approvals

วันที่เริ่มต้องไม่หลังวันที่สิ้นสุด
All Approvals
11
฿40.06M
Pending Deals
5
฿23.22M
Pending Quotations
3
฿12.58M
Pending Sales Orders
3
฿4.26M
All
Type Document No. & Customer Deal Ref. Grand Total (InVAT) Status Sales Owner
Deal
Bangkok Chiengmai Hospital
–
1,525,000.00 Pending Sales Director John Smith
Deal
V Square Clinic
–
3,210,000.00 Pending SM John Smith
Deal
SLC Clinic
–
1,926,000.00 Pending NSM John Smith
Deal
Pornkasem Clinic
–
5,350,000.00 Pending SM John Smith
Deal
V Square Clinic
–
12,840,000.00 Pending SM John Smith
Quotation
AM International Hospital
DL-2608-0001
5,885,000.00 Pending NSM John Smith
Quotation
V Square Clinic
–
7,490,000.00 Pending Sales Director John Smith
Quotation
SLC Clinic
–
85,868.00 Pending SM John Smith
Sales Order
V Square Clinic
DL-2608-0003
3,745,000.00 Pending Sales Director John Smith
Sales Order
SLC Clinic
DL-2608-0004
42,934.00 Pending NSM John Smith
Sales Order
Apex Profound Beauty
DL-2608-0006
770,400.00 Pending SM John Smith
Deal
DL-2608-0002 Pending Sales Director

Bangkok Chiengmai Hospital

Deal Ref. –

Owner: John Smith

฿ 1,525,000.00
Deal
DL-2608-0003 Pending SM

V Square Clinic

Deal Ref. –

Owner: John Smith

฿ 3,210,000.00
Deal
DL-2608-0004 Pending NSM

SLC Clinic

Deal Ref. –

Owner: John Smith

฿ 1,926,000.00
Deal
DL-2608-0011 Pending SM

Pornkasem Clinic

Deal Ref. –

Owner: John Smith

฿ 5,350,000.00
Deal
DL-2608-0013 Pending SM

V Square Clinic

Deal Ref. –

Owner: John Smith

฿ 12,840,000.00
Quotation
QT-2608-0052 Pending NSM

AM International Hospital

Deal Ref. DL-2608-0001

Owner: John Smith

฿ 5,885,000.00
Quotation
QT-2609-0004 Pending Sales Director

V Square Clinic

Deal Ref. –

Owner: John Smith

฿ 7,490,000.00
Quotation
QT-2609-0011 Pending SM

SLC Clinic

Deal Ref. –

Owner: John Smith

฿ 85,868.00
Sales Order
SO-2609-0003 Pending Sales Director

V Square Clinic

Deal Ref. DL-2608-0003

Owner: John Smith

฿ 3,745,000.00
Sales Order
SO-2609-0008 Pending NSM

SLC Clinic

Deal Ref. DL-2608-0004

Owner: John Smith

฿ 42,934.00
Sales Order
SO-2609-0012 Pending SM

Apex Profound Beauty

Deal Ref. DL-2608-0006

Owner: John Smith

฿ 770,400.00
1 to 10 of 11 items

QT-2609-0001

Draft
Approver Decision · SM มุมมองผู้อนุมัติ
จำเป็นต้องระบุเหตุผลเมื่อส่งกลับแก้ไขหรือปฏิเสธ
Quotation Information
—
Subject : เรื่อง
—
Prefix (เรียน)
—
Customer Quotation Name
—
Quotation Date
—
Sold To
—
Remark(Internal Note)
-
Items
No. Product / Description Qty. Unit Price (THB)
No items have been added under this quotation yet.
Automatically Applied Promotion
Based on your Master Deal terms and current drawdown quantity.
No promotions have been added under this quotation yet.
Terms & Conditions
Payment Terms : เงื่อนไขการชำระเงิน
  • 30% deposit upon contract signing, and final 70% payment on installation date
Remark : หมายเหตุ
  • Quotation validity: 30 days
  • Machine and handpiece warranty: 18 months.
Agent Contact : ข้อมูลผู้แทน
  • John Smith   Tel: 092003940
Financial Summary
Currency: THB
Base Price (Ex. VAT) 0.00
Bonus Items Value 0.00
Total Discount THB (Ex. VAT) 0.00
Total Discount % (Ex. VAT) 0.0%
Total Net Value (Ex. VAT) 0.00
VAT (7%) 0.00
Grand Total (InVAT)
0.00
Includes applicable taxes

SO-2609-0001

Draft
Approver Decision · SM มุมมองผู้อนุมัติ
จำเป็นต้องระบุเหตุผลเมื่อส่งกลับแก้ไขหรือปฏิเสธ
Sales Order Information
—
Subject : เรื่อง
—
Prefix (เรียน)
—
Customer Sales Order Name
—
Sales Order Date
—
Sold To
—
Remark(Internal Note)
-
Items
No. Product / Description Qty. Unit Price (THB)
No items have been added under this quotation yet.
Automatically Applied Promotion
Based on your Master Deal terms and current drawdown quantity.
No promotions have been added under this quotation yet.
Terms & Conditions
Payment Terms : เงื่อนไขการชำระเงิน
  • 30% deposit upon contract signing, and final 70% payment on installation date
Remark : หมายเหตุ
  • Order validity: 30 days
  • Machine and handpiece warranty: 18 months.
Agent Contact : ข้อมูลผู้แทน
  • John Smith   Tel: 092003940
Financial Summary
Currency: THB
Base Price (Ex. VAT) 0.00
Bonus Items Value 0.00
Total Discount THB (Ex. VAT) 0.00
Total Discount % (Ex. VAT) 0.0%
Total Net Value (Ex. VAT) 0.00
VAT (7%) 0.00
Grand Total (InVAT)
0.00
Includes applicable taxes