Template pack · Healthcare
Pharmacy & clinic
- 27
- capabilities set up
- 11
- accounts & items set up
- 13
- roles, boards & fields set up
- 14
- automation rules set up
What it carries a record through
- 1Receive with batch & expiry
- 2Prescription in
- 3Pharmacist's check
- 4Dispense earliest expiry
- 5Label & collect
- 6Sell at the till
- 7Close till
- 8Expiry watch & reorder
What your trade expects, and where it lives here
Built to the standard of the best systems in this trade
Dispensary
Prescription book
Every prescription is numbered and keeps its prescriber, patient, repeats allowed and a scanned copy of the script.
Dispensary
Pharmacist's check
Nothing is dispensed until someone who may approve has signed the check, with the patient's recorded allergies in front of them.
Dispensary
Earliest-expiry dispensing
Each line draws from the earliest in-date batch in the store and never from an expired one, with batch and expiry shown before you confirm.
Dispensary
Owing balances
A part-fill records what is still owed to the patient and dispenses the rest later against the same prescription.
Dispensary
Sale raised at dispensing
Dispensing issues the invoice at the product's price and tax class, with the M-Pesa code captured when the patient pays.
Dispensary
Dispensing labels
An 80mm label per medicine with the patient, the directions in plain words, the batch and the expiry.
Dispensary
Controlled-drugs register
Receipts and supplies enter the register on their own with a running balance; destruction needs a witness and entries are amended, never edited.
Dispensary
Refills due
Repeats that are coming due are listed with the patient's phone, and one tap creates the repeat prescription.
Dispensary
Expiry and returns
Batches expiring within 90 days on one screen, with a move to quarantine for return to the supplier or write-off.
Dispensary
Till & payments
Counter sales in one basket
Medicines, supplements and sundries scanned or searched into one sale, on a phone, tablet or counter PC.
Point of Sale
Cash, M-Pesa, card or mixed
Split payments with the M-Pesa code captured, and a branded thermal receipt.
Point of Sale
Credit and insurer accounts
Corporate, insurer and trusted-customer accounts with limits, invoices, statements and ageing.
CRM
Register sessions
Open with a float, close with a count; the owner is alerted and the Z-report is checked the same night.
Point of Sale
Stock, batch & expiry
Batch and expiry on everything
New products default to batch tracking; every receipt records the batch number, expiry date and cost.
Inventory
Expired stock cannot be sold
The till, invoices and deliveries draw the earliest in-date batch on their own and refuse a sale that only expired stock could cover.
Inventory
Expiry watch
Batches bucketed at 30, 60 and 90 days, in time to return them to the supplier or discount them.
Inventory
Perpetual inventory
Every sale decrements stock; counts post their variance as a reasoned adjustment — expired, damaged, recall, loss.
Inventory
Reorder points and want list
A minimum per item and a low-stock report by supplier, ready to turn into an order.
Inventory
Medicine classes and storage
Prescription-only, pharmacy-only, OTC and controlled categories, with legal class, dosage form, strength and cold-chain flags on each product.
Inventory
Branch and store transfers
Dispensary, back store and branches as stock locations with transfers between them.
Inventory
Purchasing
Wholesaler orders
Purchase orders to several suppliers, with approval above a threshold.
Purchases
Receiving against the order
Goods received notes check the delivery, then the supplier bill is matched and paid.
Purchases
Supplier balances
What is owed to each wholesaler, by age.
Finance
Controls & reporting
Pharmacist, technologist, cashier
Named logins per role: a cashier sells and nothing else; stock and prices stay with the pharmacist.
Settings
Compliance calendar
PPB premises and practice licences, county permits and register checks on one board with owners and due dates.
Projects
Margin, fast movers and dead stock
Gross margin by item, the fastest sellers and the lines tying up cash.
Reports
VAT class per product
Exempt, zero-rated and 16% items keep their own class on every line for eTIMS.
Inventory
Before you log in
What is already there on day one
Enquiry pipeline6
- Enquiry
- Requirements confirmed
- Quotation sent
- Credit terms agreed
- Account opened
- Lost
Catalogue structure24
- Prescription medicines (POM) — Antibiotics & anti-infectives · Cardiovascular & diabetes · Pain & inflammation · Respiratory & allergy · Gastrointestinal · Hormones & contraceptives · Eye, ear & skin
- Pharmacy-only medicines
- Over-the-counter (OTC)
- Controlled drugs (DDA)
- Cold chain (2-8°C) — Insulins · Vaccines
- Supplements & vitamins
- Medical devices & diagnostics — Test kits & strips · BP machines & thermometers · Mobility & supports
- Surgical & consumables
- Mother & baby
- Skincare & cosmetics
- Personal care
- Veterinary
Ledger accounts added to the Kenyan chart11
- 4110Sales — Prescription Medicines
- 4120Sales — OTC & Pharmacy-only
- 4130Sales — Non-medicine
- 1250Insurance & Scheme Receivables
- 5520Expiry & Damage Write-off
- 5530Stock Count Variance
- 5540Insurance Claim Rejections
- 1115Till Float
- 1140M-Pesa Till Clearing
- 4410Till Over / Short
- 6870PPB & County Licences
Roles, ready to hand out4
- PharmacistRuns the dispensary: checks and dispenses prescriptions, keeps the controlled-drugs register, the till, products and prices, stock, orders and reports. No payroll, no ledger postings.
- Pharmaceutical technologistTakes in prescriptions and dispenses once the pharmacist has checked them; sells, receives stock, counts and transfers. Cannot sign the check, change prices of record or approve orders.
- CashierThe till and their own sessions. Nothing else.
- AccountantSupplier bills, insurer invoices, the books and reports.
On top of Owner, Administrator, Manager, Staff and Viewer.
Board: Compliance & expiry calendar
Licences that lapse, registers that must be checked and expiry pulls that must happen — each with an owner and a date.
- Due
- In progress
- Done
- Overdue
Columns: Owner · Due · Priority · Type · Notes
Fields your trade needs on the record8
- Product
- Generic name (INN) · Strength · Dosage form · Legal class · Storage · PPB registration no.
- Customer record
- Insurer / scheme member no. · Known allergies
Automation rules14
- Check the Z-report when a till closesOn
- Alert the owner when a PO needs approvalOn
- Send the approved PO to the supplierOn
- Check the delivery against the POOn
- Schedule the supplier paymentOn
- Send the remittance adviceOn
- SMS reminder on the first day lateReady
- Thank the customer for payingReady
- Review every voided invoiceOn
- Approve staff expense claimsOn
- Check batch and expiry on every deliveryOn
- Follow up every balance owed to a patientOn
- Call the patient when a repeat falls dueOn
- Investigate a controlled-drugs discrepancy the same dayOn
Internal alerts and tasks start switched on. Anything that messages your customers waits until you have connected SMS or WhatsApp and read the wording.
Units, price lists, stores, departments
- Price lists
- Insurance / scheme · Institution & clinic · Staff
- Units added
- Tablet · Capsule · Strip (10) · Bottle · Vial · Ampoule · Tube · Sachet · Packet
- Stores
- Main Store · Dispensary · Back store · Quarantine — expired & recalled
- Departments
- Dispensary · Stores
Wording on your documents
- pos receipt
- Medicines once dispensed cannot be returned or exchanged. Keep all medicines out of reach of children. Ask your pharmacist if unsure.
- invoice
- Scheme and credit accounts are payable within the agreed terms. Medicines supplied cannot be returned except where recalled or supplied in error.
- purchase order
- Supply only products registered with the Pharmacy and Poisons Board, with at least 12 months to expiry unless agreed in writing. Batch number and expiry date must appear on the invoice.
A starting point — every word is editable under Settings → Print templates.
The numbers this trade runs on
Reports that are already wired
Prescriptions waiting
The dispensary queue by status: received, checked, part-dispensed and ready to collect.
Owed and refills due
Part-fills still owed to patients and repeats coming due, with the phone number to call.
Controlled-drugs balance
The register's running balance per medicine against the stock on the shelf.
Expiring stock
Batch value expiring within 30, 60 and 90 days.
Gross margin by item
(Sales − cost) ÷ sales, per product and category.
Daily sales by tender
Counter sales by day, payment method and cashier.
Fast movers
The fastest-selling lines by quantity and value.
Dead stock
Stock on hand with no sales in the period.
Stock-outs and low stock
Items at or below their minimum, by supplier.
Insurer and credit balances
Scheme and account customers by how late they are.
Supplier balances
What is owed to each wholesaler, by age.
Start with the Pharmacy & clinic pack.
First month free · no card needed · everything above is there when you log in.