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SOLUTIONS · MEDICAL DEVICES & DIAGNOSTICS

Medical Device Distribution & Service Management Software

Consumables move by batch and expiry. Equipment sits in the hospital for years.
Distribute and service both on one record.

Updated · by , Business & Functional Consulting
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Distribution & service pulse — this monthsample data
NEAR-EXPIRY BATCHES
18
on the horizon you set
UNITS UNDER CONTRACT
2,406
AMC and CMC, per serial
PREVENTIVE VISITS DUE
63
generated ahead of due
OPEN SERVICE CALLS
21
each with its SLA clock
01 · WHY YOUR CURRENT STACK CAN'T FIX THIS

Two businesses in one distributor — and a different system for each.

YOUR BILLING SOFTWARE
Invoices, not traceability
It bills the kit. Asked which hospitals hold lot RG-2207, it needs a week and a spreadsheet.
YOUR SERVICE REGISTER
The installed base on paper
Which analyser is at which lab, under which contract, last serviced when: a register one engineer keeps.
YOUR AMC TRACKER
Visits owed, not scheduled
Preventive visits slip, contracts are consumed past entitlement, renewals are noticed after expiry.
YOUR FIELD TEAMS
Two teams, two notebooks
The sales rep and the service engineer visit the same hospital and record it in different places, if at all.
THE OPERATING LOOP

Two loops, one account: the consumables and the equipment.

The supply loop moves reagents, disposables and devices to hospitals, labs and clinics with batch and expiry intact; the service loop keeps installed equipment running under contract. Distributors win when the account, the stock and the installed base live on the same records.

SUPPLY LOOP
Account visithospital · lab · clinic→Orderoffline · price list by account→Batch on the lineexpiry · FEFO picking→GST invoicee-invoice · e-way bill→Collectionsinvoice-allocated · one ageing
ONE ACCOUNT · ONE FIELD ORGANISATION · ONE LEDGER
SERVICE LOOP
Installationserial bound to the site→Asset recordcontract · coverage · history→Preventive visitgenerated on schedule→Breakdown callSLA clock · dispatch→Bill or claimcovered vs chargeable, by line
02 · A DAY ON xMatix

Three people. One account record.

THE SALES REP
Hospital stores → lab → back
Visits purchase, stores and lab contacts on a planned beat: reorders at the account’s price list, near-expiry stock spotted on the shelf, open invoices before the promise — offline and geo-verified.
10:40STOP 3 OF 7
ACCOUNT VISIT · DIAGNOSTIC LAB
City Diagnostics — reagent reorder, 6 lines
Batch on shelf · expires in 5 weeksnear-expiry
Open invoices · 2due this week
Analyser fault reported→ service call
The rep’s visit and the engineer’s job sit on the same account
THE SERVICE ENGINEER
Preventive visit → part → signature
Arrives knowing the unit’s contract and history, runs the preventive-maintenance checklist on the offline app, consumes the part from van stock onto the job, and closes with the customer’s signature.
Engineer appjob 2 of 3
Analyser serial · on contractCMC · covered
PM checklist · 22 of 22complete
Part replaced · from van stockon the job
Customer signaturecaptured
Covered lines claim themselves; extras bill from the job
THE BUSINESS HEAD
Expiry, installed base & contracts
Near-expiry stock by location, the installed base by account and contract, preventive visits due and renewals in the window — and Sense to interrogate any of it in plain language.
PM VISITS DUE · 30 DAYS
63
CONTRACTS UP FOR RENEWAL
29
SERVICE CALLS CLOSED · 6 MONTHS
Ask Sense: "Which installed analysers missed a preventive visit last quarter?"
Batch, serial and contract on one append-only trail
BATCH, SERIAL & EXPIRY

A recall is a query, not a week of phone calls.

Consumables live in batch-tracked lots with manufacture and expiry dates; equipment is tracked by serial. Every receipt, despatch, transfer and return carries that identity through an append-only inventory ledger. Picking honours first-expiry-first-out, near-expiry stock surfaces on a horizon you choose while it can still be moved, and expiry returns settle as claims built from batch evidence. Asked where batch RG-2207 is, the system answers with quantities and documents at every location.

How batch traceability works →
Batch query — RG-2207 · reagent kit
Receivedcentral warehouse · 1,200 kitsDespatchedto 14 accounts · FEFORemaining310 kits in 5 locationsExpiryMar 2027 · on the near-expiry horizon in Dec
Batch trail — every document
receipts · despatches · returns · invoices
Ready
Contract — CMC, biochemistry analyseractive · 4 PM visits a year
PM visit 2 · completedchecklist · signature
PM visit 3 · generateddue in 3 weeks
Breakdown call · closedparts covered by scope
Preventive visits · 2 of 4 done2 / 4
Renewallead raises inside the reminder horizonBillingextras on a GST invoice from the job
INSTALLED-EQUIPMENT SERVICE

The analyser on the lab bench, with its contract and its history.

Each installed unit is an asset record per serial, linked to the account and site, to its warranty or contract, and to every visit it has had. AMC and CMC contracts meter by time or usage, preventive schedules generate jobs ahead of due, and a breakdown call starts its SLA clock and lands on the dispatch board. Engineers work offline — checklists, readings, parts from van stock, signatures — and the contract scope decides, line by line, what is covered and what is billed with GST.

How field service runs →
xMatix Sense in this industry

The missed preventive visit is next month’s breakdown call.

Sensegrounded in your records · audited
Which installed units under contract missed a preventive visit last quarter — and which of them have had a breakdown call since?
Nineteen units under AMC or CMC missed a scheduled preventive visit; five of them have logged breakdown calls since, three at the same hospital group. Grounded in contracts, preventive schedules, service orders and asset history.
Draft catch-up visits → approve Show the 19
GO DEEPER

Medical device distribution, one discipline per page.

Batches, expiry, contracts and the engineers in the field — each loop in depth.

Batch, expiry & recall
Batch identity on every movement, FEFO by default, and the recall drill as a query.
Read the deep dive →
Expiry & breakage claims
Near-expiry returns settled as claims from batch evidence, posted to the same ledger.
Read the deep dive →
AMC contracts
Contracts that meter themselves, generate preventive visits and raise their own renewals.
Read the deep dive →
Field execution
Offline engineer jobs with checklists, parts, readings and signatures on the record.
Read the deep dive →
03 · NEED → ANSWER

Every distributor problem has an address.

YOU NEEDxMatix Answers With
Batch, serial & expiry traceabilityInventoryExplore xMatix Inventory →
Account visits & offline ordersField Sales & Mobile AppExplore xMatix Field Sales →
Installed base, contracts & preventive maintenanceServiceExplore xMatix Service →
Engineer dispatch & offline jobsField ServiceExplore xMatix Field Service →
Expiry & warranty claimsClaimsExplore xMatix Claims →
GST invoicing, e-way bills & booksFinance & AccountingExplore Finance & Accounting →
Compliance, wherever you operate.
India: GST & e-Invoicing◆UAE: VAT & e-Invoicing◆Saudi Arabia: ZATCA & VAT
RELATED PRODUCTS InventoryField SalesServiceField ServiceClaimsMobile App
04 · IN DEPTH

How a medical device distributor runs on xMatix.

A medical device and diagnostics distributor in India runs two businesses at once: consumables — reagents, disposables, kits — that move to hospitals, labs and clinics by batch and expiry, and equipment that is installed at the customer's site and serviced under warranty, AMC or CMC for years. Medical device distribution and service management software has to keep batch, serial and expiry identity on every movement, and keep every installed unit's contract and service history on one record — with GST e-invoicing and e-way bills in the same books. xMatix runs the supply loop and the service loop on one platform, for sales reps and service engineers alike.

The supply loop

Reps visit hospital stores, purchase and lab contacts on planned, geo-verified beats and capture orders offline at the account's price list. Stock lives in batch-tracked lots with manufacture and expiry dates, picking honours first-expiry-first-out, and near-expiry stock surfaces on a horizon you choose while it can still be moved. Expiry returns settle as claims built from batch evidence, and a recall starts as a query: where is this batch, in what quantity, on which documents.

The service loop

Installed equipment is tracked by serial as an asset record linked to the account and site, its warranty or service contract, and every visit it has had. Contracts meter by time or usage and generate preventive-maintenance jobs ahead of due; breakdown calls start an SLA clock and land on the dispatch board. Engineers work offline — checklists, readings, parts from van stock, the customer's signature — and the contract scope decides which lines are covered and which are billed.

xMatix service order in Work Completed status, with the status stepper from Draft to Delivered, the Information section and the Time Tracking panel
A service job in xMatix, from the product documentation (demo tenant, sample data).

Consumables vs installed equipment — what each needs

Consumables and disposablesInstalled equipment
IdentityBatch with manufacture and expiry datesSerial number, bound to the account and site
Stock ruleFirst-expiry-first-out, near-expiry horizonSpares in branch and van stock
Field activityAccount visit, reorder, collectionInstallation, preventive visit, breakdown call
Commercial termsPrice list by account, credit limitsWarranty, AMC or CMC scope
Money and complianceGST invoice, e-invoice, e-way billGST invoice for chargeable lines, claims for covered ones
Traceability questionWhere is this batch?What has been done to this unit?
05 · COMMON QUESTIONS

The questions medical device and diagnostics distributors in India ask.

Can it track batch and expiry for consumables and serial numbers for equipment?

Yes. Consumables move in batch-tracked lots with expiry dates on every receipt, despatch, transfer and return; equipment is tracked by serial and becomes an asset record at installation — both on the same append-only inventory ledger.

How are GST e-invoices and e-way bills handled for hospital and lab supplies in India?

Invoices carry GST on the line, e-invoices are generated where turnover requires them, and e-way bills are raised from the despatches that need them — so the batch on the delivery and the tax on the invoice come from the same transaction.

Can service engineers work offline inside hospitals and in Tier-2 and Tier-3 towns?

Yes. Engineers check in, run checklists, record readings and parts, and capture signatures on the offline app in basements, labs and towns with weak signal; the work syncs through a durable outbox when the network returns.

Is xMatix a regulatory or quality management system for medical devices?

No. xMatix keeps the operational traceability — batch, serial, expiry and every document that moved them — and the service history of each installed unit. It does not file regulatory submissions or replace a quality management system.

See xMatix on your distribution and service business.

A 30-minute demo, tailored to medical devices and diagnostics.

Request a demo