Pharmacy daily operations and reports

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); select the patient for prescription and controlled items.
• Receive deliveries with lot and expiry (step 4).
• Collect credit payments with Pay Due Amount (step 7).

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

/reports/stock-expiry

Stock Expiry Report: your weekly expiry check.

/reports/lot-report

Lot Report: stock and sales per batch.

More: Stock reports, Sales reports, Reports overview.

Go-live checklist

Back to the pharmacy overview