1. Pharmacy Sales & Returns Report
Step 1: Analysis --> OP Billing.
Step 2: Click on "Downloadable Billing Reports".
Step 3: Select "Monthly Invoice Report" from the drop down menu.
Step 4: Select Invoice Type as "Pharmacy".
Step 5: Under "Store", select "Pharmacy Store".
Step 6: Select "Date Range".
Step 7: Under "Select All / Changed Invoices:", select "All Invoices" to download all invoices.
Step 9: Enter email ID and click on "Create Downloadable Data". Once the report is available, you will receive an email OR you can again click on "Create Downloadable Data" to download. If you want to download it again then click on "Generate Fresh Report".
2. Pharmacy GST Output Report
Step 1: Analysis --> Pharmacy Billing.
Step 2: Click on "Downloadable Pharmacy Reports".
Step 3: Select "GST Output Report" from the drop down menu.
Step 4: Select "Date Range".
Step 5: Under "Invoice Type", select "Pharmacy" OR "IP" to download all invoices.
Step 6: In case, you want to download only "Returns" then enable "Is Return Report".
Step 7: Enter email ID and click on "Create Downloadable Data". Once the report is available, you will receive an email OR you can again click on "Create Downloadable Data" to download. If you want to download it again then click on "Generate Fresh Report".
In the above report, you can download 4 reports i.e., 1) GST Output Report for Pharmacy. 2) GST Output Report for IP. 3) Returns Report for Pharmacy. 4) Returns Report for IP.
3. GST Sales Report
1. Goto Analysis -> Pharmacy.
2. Select Downloadable Pharmacy Reports from the drop down.
3. Select GST Sales report from Report name drop-down
4. Select Store as "Pharmacy Store"
5. Select the date range.
6. Select the report type as Item/HSN and then click on Create Downloadable Data.
7. Once the data is downloaded you can check sales for the required item and filter it according to your need.
4. Billing Items Report for Pharmacy
This report can also be referred to check quantity across all batches, zero stocks, master data etc. We have given the steps below to download Billing Items Report for Pharmacy:-
1. GoTo Analysis-> OP Billing-> Download Billing Report.
2. Select report name as "Billing Items Report" and Item Type as "Pharmacy"
3. Click on "Create Downloadable Data".
Note: In this report, we display items with 0 Stocks in this report. In case you want to check items only with current available stocks that are available then you can filter the data.
5. Billable/Pharmacy Stock Status Report
Step 1: Go to Analysis --> Under "Pharmacy" click on "Downloadable Pharmacy Reports.
Step 2: From the Report Name drop down, select "Billable/Pharmacy Stock Status Report".
Step 3: Under Store, select "Main Pharmacy" OR "All" to download the data accordingly.
Step 4: Click on "Create Downloadable Report" to download the data.
Please refer to the last two columns to check current quantity across all batches in
this report.
6. Stock Status Report
Step 1: Go to Analysis --> Under "Pharmacy" click on "Downloadable Pharmacy Reports.
Step 2: From the Report Name drop down, select "Stock Status Report".
Step 3: Under Store, select "Main Pharmacy" OR "All" to download the data accordingly.
Step 4: Select the Date Range and item type as “Pharmacy”
Step 5: Click on "Create Downloadable Report" to download the data.
Please refer to check the ending stock for a particular month.
7. Monthly Transaction Report
Step 1: Go to Analysis --> Under "Pharmacy" click on "Downloadable Pharmacy Reports.
Step 2: From the Report Name drop down, select "Monthly Transaction Report".
Step 3: Select the Duration and Store.
Step 4: Click on "Create Downloadable Report" to download the data.
8. GST Purchase Report
1. Goto Analysis -> Pharmacy.
2. Select Downloadable Pharmacy Reports from the drop down.
3. Select GST Purchase report from Report name drop-down
4. Select Store as "Pharmacy Store"
5. Select the date range.
6. Select the report type as Item/HSN and then click on Create Downloadable Data.
7. Once the data is downloaded you can check Purchase for the required item and filter it according to your need.
9. Specific Item Wise Purchase Report
1. Goto Pharmacy -> Manage Stock -> Search by Stock Summary.
2. Select the store and then select the entered item from the suggestion.
3. Select the Date range.
4. Once the result is displayed, uncheck “Hide zero stock”
5. You will get all the purchase details for an item between the duration selected.
10. Monthly Billed Patient Details By Billing Item
1. Goto Analysis -> Pharmacy.
2. Select Downloadable Pharmacy Reports from the drop down.
3. Select Monthly Billed Patient Details By Billing Item name drop-down
4. Select the Duration
5. Select the entered item name from the suggestion and then click on Create Downloadable Data.
11. Low Stock Status Report
1. Goto Analysis -> Pharmacy.
2. Select Downloadable Pharmacy Reports from the drop down.
3. Select “Low Stock Status Report” name drop-down
4. Select the item type as “Pharmacy”
5. Enter the number of days beyond which stock will get over.
6. Click on “Create Downloadable Data”.
PHARMACY FAQ
1.Which report refers to checking pharmacy item quantity across all batches?
Ans: Please follow the steps mentioned in #5.
Where can we get the master data for Pharmacy?
Ans: Please follow the steps mentioned in #4. You will get all the
billing database for Pharmacy
Where to see ending stock quantity for a month?
Ans. Please follow the steps mentioned in #6
Item wise sales from date to date
Ans. Please follow the steps mentioned in #9.
How to get product wise transaction detail?
Ans. Please follow the steps mentioned in #10.
. 6. Which report to refer to get department wise current stock?
Ans: Please follow the steps mentioned in #5.
7. How to know the items which are going out of stock soon?
Ans: Please follow the steps mentioned in #11.