# Pharmacy daily operations and reports

> A daily and weekly routine for pharmacies on SmartPOS Hub - opening checks, dispensing, prescriptions, closing the register, and expiry, lot and stock reports.

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

Use this routine for each shift. It keeps the register balanced, prescriptions answered and expired stock off your shelves.

## Opening

1. **Open the cash register** at each till.
2. **Check Website › Prescriptions** for uploads waiting for review, and **Website › Orders** for orders to prepare.
3. **Look at the dashboard**: Product Stock Alert (what to reorder) and Stock Expiry Alert (what to pull or sell first).

## During the day

- **Dispense** with the right unit and batch ([step 5](https://docs.smartposhub.com/business-types/pharmacy/step-5-sell-by-strip-and-box/)); select the patient for prescription and controlled items.
- **Receive deliveries** with lot and expiry ([step 4](https://docs.smartposhub.com/business-types/pharmacy/step-4-purchases-batches-and-expiry/)).
- **Collect credit payments** with Pay Due Amount ([step 7](https://docs.smartposhub.com/business-types/pharmacy/step-7-customer-credit/)).

## Closing

1. **Close each cash register** and explain any difference in the note.
2. **Record till expenses** in **Expenses › Add Expense**.
3. **Print the Z Report** for the day and location.
4. **Check offline sales synced** if any till sold offline.

## Weekly reports for the pharmacist

| Report | Where | What to look for |
|---|---|---|
| **Stock Expiry Report** | Reports | Anything expiring in the next 90 days: sell first, transfer or return |
| **Lot Report** | Reports | Stock per batch with its expiry; recalls |
| **Product Stock Alert** | Home (dashboard) | Items at or below their alert quantity |
| **Stock Report** | Reports | Stock value at cost and at sale price |
| **Product Sell Report** | Reports | Sales of controlled or high-value items, by customer |
| **Supplier & Customer Report** | Reports | Patient credit due and what you owe distributors |
| **Profit / Loss Report** | Reports | Margin for the period |

![Stock Expiry Report with location, category, brand and view stocks filters and products with stock left and dates](https://docs.smartposhub.com/_astro/stock-expiry-report.Cxlk2I3E.png) (web app page: `/reports/stock-expiry`)
*Stock Expiry Report: your weekly expiry check.*

![Lot Report with lot numbers, expiry dates, current stock and units sold for one medicine](https://docs.smartposhub.com/_astro/lot-report.C88ZwCoy.png) (web app page: `/reports/lot-report`)
*Lot Report: stock and sales per batch.*

More: [Stock reports](https://docs.smartposhub.com/reports/stock-reports/), [Sales reports](https://docs.smartposhub.com/reports/sales-reports/), [Reports overview](https://docs.smartposhub.com/reports/reports-overview/).

  - [Go-live checklist](https://docs.smartposhub.com/business-types/pharmacy/checklist/)
  - [Back to the pharmacy overview](https://docs.smartposhub.com/business-types/pharmacy/overview/)

## Frequently asked questions

### Which reports should a pharmacist check weekly?

Stock Expiry Report for anything expiring soon, Lot Report for batch stock, Product Stock Alert for reordering, and Product Sell Report for controlled or high-value items.

### How do I see the day's takings?

Close the cash register to see the shift's cash, card and other totals, and print the Z Report for the day and location.

### How do I find which patient bought a batch during a recall?

Open the Lot Report to find the lot, then use the Product Sell Report filtered by that product and dates to see each sale and its customer.

### Can I see stock value at cost?

Yes. Reports › Stock Report shows closing stock by purchase price and by sale price, with potential profit.