# Pharmacy go-live checklist for SmartPOS Hub

> Everything a pharmacy should check before its first day on SmartPOS Hub - expiry and lot settings, medicine catalog, units, batches, prescriptions, credit and reports.

Source: https://docs.smartposhub.com/business-types/pharmacy/checklist/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

Tick off each item before your first trading day.

## Settings

- [ ] Branches added as business locations ([Locations](https://docs.smartposhub.com/start/locations/)).
- [ ] Enable Product Expiry on, with Stop Selling n days before set ([step 1](https://docs.smartposhub.com/business-types/pharmacy/step-1-pharmacy-settings/)).
- [ ] Enable Lot number on.
- [ ] Medicine tax rules checked with your accountant.

## Medicines

- [ ] Medicines imported from the Pharmacy catalog, or added by hand ([step 2](https://docs.smartposhub.com/business-types/pharmacy/step-2-product-library-pharmacy-catalog/)).
- [ ] Tablet, strip and box units checked on your top 50 medicines.
- [ ] Prices set per base unit (tablet, bottle, tube…).
- [ ] Pharmacy product fields attached; Generic name and Prescription required filled ([step 3](https://docs.smartposhub.com/business-types/pharmacy/step-3-medicine-details-generic-and-rx/)).
- [ ] Controlled medicines in their own category; only authorised staff can sell.
- [ ] Alert quantities set on fast movers.

## Stock

- [ ] Opening stock entered with lot numbers and expiry dates ([step 4](https://docs.smartposhub.com/business-types/pharmacy/step-4-purchases-batches-and-expiry/)).
- [ ] Distributors added with pay terms and opening balances.

## Counter

- [ ] Staff can pick the unit and the batch on the POS ([step 5](https://docs.smartposhub.com/business-types/pharmacy/step-5-sell-by-strip-and-box/)).
- [ ] Receipt layout prints batch and expiry ([Receipts and invoice layouts](https://docs.smartposhub.com/selling/receipts-and-invoice-layouts/)).
- [ ] Credit customers added with limits ([step 7](https://docs.smartposhub.com/business-types/pharmacy/step-7-customer-credit/)).
- [ ] Every staff member has their own login with the right role in **User Management › Roles** ([Users and roles](https://docs.smartposhub.com/start/users-and-roles/)).

## Online (optional)

- [ ] Prescriptions switched on and a test upload approved and rejected ([step 6](https://docs.smartposhub.com/business-types/pharmacy/step-6-prescriptions/)).
- [ ] Store visible in the SmartPOS Shopper app ([Shopper app for your store](https://docs.smartposhub.com/online/shopper-app-for-your-store/)).

## Routine

- [ ] Weekly expiry check and returns process agreed ([step 8](https://docs.smartposhub.com/business-types/pharmacy/step-8-expiry-returns-and-write-offs/)).
- [ ] Daily close routine agreed ([Daily operations](https://docs.smartposhub.com/business-types/pharmacy/daily-operations/)).
- [ ] Test sales and returns removed, test register closed.

  - [Back to the pharmacy overview](https://docs.smartposhub.com/business-types/pharmacy/overview/)
  - [Troubleshooting](https://docs.smartposhub.com/help/troubleshooting/)

## Frequently asked questions

### What must be done before the first sale?

Expiry and lot numbers switched on, medicines with units and prices, opening stock with lot and expiry, and an open cash register.

### Do I need the online store to start?

No. Prescriptions online and the Shopper app are optional and can follow once the shop runs smoothly.

### What should I test?

Sell a tablet, a strip and a box of the same medicine from the earliest batch, do one credit sale, one patient return, one purchase return and one register close.

### Where do I get help?

Read Troubleshooting first, then contact support at smartposhub.com/contact.