Pharmacy guide
Setting Up a Pharmacy on Software: A Step-by-Step Checklist
Moving a pharmacy to software works best in a set order. Do the setup once, carefully, and the counter, the expiry checks and the reports take care of themselves after that.
By Rana Yasir Ali, Founder & CEO6 min read
1. Prepare the medicine list
List each medicine with its name, pack (strip, box, bottle), units per pack, sale price and barcode. Start from your distributor’s list or a spreadsheet — it is quicker than typing from scratch.
2. Enter opening stock by batch
For every medicine on the shelf, enter the quantity of each batch with its expiry date and cost. This is the most important step: everything about expiry depends on it.
| Batch A12 — expires Mar 2027 | 40 strips at Rs 82 |
|---|---|
| Batch B07 — expires Nov 2027 | 60 strips at Rs 85 |
| Sold first at the counter | Batch A12 (nearest expiry) |
3. Enter distributor balances
Add each distributor with what you currently owe them, so payments and new purchases continue from the right figure.
4. Set expiry alerts
Choose how many days before expiry you want to be warned — 60 or 90 days is common — so near-expiry batches can be returned or sold first.
5. Give counter staff only what they need
Counter staff need billing and stock lookup, not purchase costs or profit reports. Set their permissions before the first day.
6. Run a test day
- 1Make a few sales and check that the nearest-expiry batch was picked.
- 2Record a purchase with batch and expiry, and a bonus line.
- 3Print a receipt on your counter printer.
- 4Check stock and the day’s profit report.
HisabMate
Setting up a pharmacy on HisabMate
Each step above has its own screen in HisabMate.
- Excel item import with packs, units and barcodes
- Opening Stock page with batches, expiry and the true cost of each lot
- Suppliers with opening balances
- Near-expiry alerts every morning, with your own number of days
- Roles with view, create, edit, delete and print rights per module
- Nearest-expiry batch picked at the counter; expired batches refused
Questions
What is the most important setup step for a pharmacy?
Entering opening stock batch by batch, with expiry dates. Expiry control depends on it.
Can I import my medicine list?
Yes, from an Excel template with packs, units, prices and barcodes.
Roman Urdu
Medical store ko software par kaise shift karein?
Dawaiyon ki list banayein, har batch ka opening stock expiry ke saath darj karein, distributor ke balance likhein, expiry alert ke din set karein, aur staff ki permissions tay karein.
Pharmacy software mein opening stock batch wise?
HisabMate ke Opening Stock page par har batch ki quantity, expiry aur cost alag darj hoti hai.