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How do I see which pharmacies have not yet submitted proof for a deal?

To follow up with pharmacies that are behind on a deal, filter their files by proofs, compensation requests and payments, then spot those that have not submitted anything yet.

Open the files filter panel on a deal

  1. Click "Deals" in the left menu, then click the deal: the deal panel opens on the right.

  2. Click "Access deal details": the detail page opens.

  3. In the list of files, click the filter icon (tooltip "Filters"): the files filter panel opens on the right.

  4. Choose the criteria, then click "Confirm".

Result: a message tells you how many files match your criteria ("1 file matches your criteria" if there is only one).

Filter by proof presence

  • Turn on "By proof presence", then choose the proof type: "Sales listing", "Photo" or "Other document".

  • For each type, tick one or more statuses: "To process", "Rejected", "Approved".

  • This filter only finds files that already contain a proof of the chosen type and status.

Filter by compensation request

  • "With a request"

  • "Without a request"

Filter by payment

  • "Paid"

  • "Unpaid"

Filter for documents to approve

  • "With at least one document to approve": files that contain at least one document to process.

Spot pharmacies that have not submitted any proof

  • In the files filter panel, on the deal detail page, there is no "without proof" filter: "By proof presence" only finds proofs that have already been submitted.

  • In the list of files, a file without proof shows "The pharmacy has not yet submitted any proofs".

  • For pharmacies that have not requested compensation: "Filters" icon > "By compensation request" > "Without a request" > "Confirm".

Filter files by pharmacy, groupement or mailing list

On the deal detail page, in the list of files:

  • At the top of the files filter panel, choose "All", "Groupement" or "Mailing Lists", then select the groupement or the list.

  • Or type the CIP code or the pharmacy name in "CIP / Pharmacy name".

If it doesn't work

  • "No files match your criteria": no file meets all the criteria. Remove one, or click "Reset".

  • Still stuck: contact support via the Opeaz bubble, with the name of the deal.

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