Diagnostics & pharmacy

Pharmacy POS, returns and Z-report

Sell over the counter to walk-in customers and outside prescriptions, take returns and close the day with a Z-report.

Who uses it: Pharmacists and pharmacy managers (the “pharmacy sell” permission)
Where to find it: Pharmacy → Pharmacy POS

1Make a sale

1
Open the POS
Go to “Pharmacy POS” in the menu (or “Pharmacy” → “Pharmacy POS”). Choose where you are selling from under “Sell from”.
2
Add medicines
Scan the barcode or type the name, brand or code. Use the + and − buttons for quantity. Prices come from the price list; items without a price cannot be sold until one is set.
3
Customer
Enter the walk-in customer’s name and phone, or pick a registered patient so the sale goes on their record and their allergies are checked.
4
Outside prescription
Tick “Outside prescription” to record the prescriber, their facility and the prescription reference.
5
Allergy alert
If a registered patient is allergic to an item you are warned. You can only go ahead by giving a reason, which is recorded.
6
Payment
Choose cash (enter “Cash received” to see the change), M-Pesa code, card or bank, then “Complete sale”. Or choose “Pay at cashier” and “Send to cashier”: the customer pays at the cashier like any other bill.
7
M-Pesa prompt
Choose “M-Pesa prompt”, check the phone number and click “Send M-Pesa prompt”. The customer enters their PIN and the money goes to your facility’s paybill or till as set up under Integrations. The sale turns paid by itself once Safaricom confirms. If the customer missed it, send it again from the same window or from the phone icon under “Sales & Z-report”.
8
Receipt
Click “Print receipt” for a small receipt with the items, batch numbers and payment.

Good to know

Stock is taken from the batches that expire first (FEFO), and the sale is priced on the server: the screen cannot change what the customer pays.

1
Find the sale
Open “Sales & Z-report”, find the sale and click “Return items”.
2
Return to stock
Enter the quantity for each item and a reason, then “Return to stock”. The items go back to the same batch and the refund due is shown; the cashier pays the refund.

1
Print the Z-report
On “Sales & Z-report” pick the date and click “Z-report”. It shows the number and value of sales, returns, collections by payment method, sales per person, the items sold and the day’s dispensing (outpatient prescriptions and ward requests, per pharmacist).

Need help with this? Our team can show you on a call.