Pharmacy & Inventory
Stores, items, stock movements, pharmacy billing and expiry
Stores and store roles
Set up inventory stores at each centre, choose the right store type, and give staff the store roles they need to receive, move and dispense stock.
Items, SKUs and CSV import
Manage the medicine and supply catalogue (SKU master), understand item fields and prices, and bulk-import items and opening stock from a CSV file.
Stock in, stock out and transfers
Read the Pharmacy and General Store stock screens, receive stock with Record inward, move it with Record outward, and set up the forms these buttons need.
Pharmacy queue, billing and dispensing
Work the pharmacy prescription queue, bill a prescription from stock batch by batch, and understand when stock is deducted, returned or left pending.
Batches, expiry and low-stock alerts
How batches and their statuses control what can be sold, how expired stock is written off automatically, and how to get alerted when stock runs low.
Where tasks come from and how they are assigned
How bookings and journeys raise tasks, how a task is matched to a role, centre and shift, and how assignment and escalation policies work.
Stores and store roles
Set up inventory stores at each centre, choose the right store type, and give staff the store roles they need to receive, move and dispense stock.