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User manual

Pharmacy Chain HQ

Head office buys, prices and distributes to every branch from one screen, and sees each pharmacy's stock and expiry dates, and which one is running short before its manager calls.

A head office that sees every branch, unified buying, transfers between branches, and one price list from the same screen. Free trial on two branches and a warehouse.

14 tasks 1 FAQs

What the system does

  • Branches
  • Branch pharmacies
  • Transfers between branches
  • Central purchasing and distribution
  • Moving near-expiry stock
  • Central pricing
  • Available at another branch
  • Head-office dashboard

This solution is built on these systems

Their guides are part of your daily use, so turn to them for the details.

Tasks

How do I track branch performance and chain sales from the HQ dashboard?

  1. Enter the Pharmacy chain menu and select HQ dashboard.
  2. Review Key Performance Indicators (KPIs) such as total branch sales, monthly revenue target achievement, and invoice counts per pharmacy.
  3. You can filter metrics by date, geographical region, or specific branch.
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Pharmacy chain › HQ dashboard
Permission needed
Pharmacy chain — HQ dashboard and reports / View

How do I view medicine stock levels available across all chain branches?

  1. Enter the Pharmacy chain menu and select Stock across branches.
  2. Search by brand name, generic name, or barcode.
  3. A table displays on-hand balances for the item at each branch and the central warehouse along with expiry dates and batch numbers.
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Pharmacy chain › Stock across branches
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Pharmacy chain — Stock across branches / View

How do I create an inter-branch medicine transfer request?

  1. Enter the Pharmacy chain menu and select Transfers between branches.
  2. Click the New transfer request button to open the transfer input modal.
  3. Specify the requesting branch (destination) and the supplying branch or central warehouse, add requested items, quantities, and transfer reason, then click Save.
Screen
Pharmacy chain › Transfers Between Branches
Permission needed
Pharmacy chain — Transfers between branches / Add

How do I view the transfer request log and their current statuses?

  1. Open the Pharmacy chain menu and choose Transfers between branches.
  2. Review the transfers table showing each request's status (Awaiting approval, Approved, On the way, Received, Cancelled).
  3. You can filter by requesting branch, supplying branch, or date range.
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Pharmacy chain › Transfers Between Branches
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Pharmacy chain — Transfers between branches / View

How does the chain manager approve an inter-branch medicine transfer request?

  1. From the Transfers between branches screen, select the request with status "Awaiting approval".
  2. Click the Approval button to open the modal reviewing available quantities at the source branch.
  3. Adjust approved quantities if necessary and enter guidance notes, then click Approve.
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Pharmacy chain › Transfers Between Branches
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Pharmacy chain — Transfers between branches / Approve and reject

How do I record dispatching and shipping medications from the source branch?

  1. Open the Transfers between branches screen.
  2. Locate the approved transfer and click the Dispatch button to open the shipment preparation modal.
  3. Verify batch numbers, box barcodes, and courier name, then click Confirm Dispatch to advance status to "On the way" and deduct quantities from source inventory.
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Pharmacy chain › Transfers Between Branches
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Pharmacy chain — Transfers between branches / Dispatch

How do I record receiving the medication shipment at the destination branch?

  1. From the Transfers between branches table, locate the shipment with status "On the way".
  2. Click the Receive button to open the item reconciliation modal.
  3. Inspect received items and verify batch numbers, quantities, and cold chain integrity, then click Confirm receipt to add stock directly to the branch ledger.
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Pharmacy chain › Transfers Between Branches
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Pharmacy chain — Transfers between branches / Receive

How do I cancel a medication transfer request before dispatch?

  1. Open the Transfers between branches menu.
  2. Select the request you wish to cancel, provided it is in "Awaiting approval" or "Approved" status and has not yet been dispatched.
  3. Click the Cancel request button to open the cancellation modal, enter the reason, and confirm.
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Pharmacy chain › Transfers Between Branches
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Pharmacy chain — Transfers between branches / cancel

How do I distribute new stock from the central warehouse to chain branches simultaneously?

  1. Go to the Pharmacy chain menu and select Distribution from HQ.
  2. Review available stock and branch replenishment requirements based on daily sales velocity and stockout risk.
  3. Allocate assigned quantities to each pharmacy, then click Create Distribution Orders to generate transfer notes automatically.
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Pharmacy chain › Distribution from HQ
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Pharmacy chain — Distribution and redistribution / Add

How do I track the HQ distribution plan?

  1. Open the Distribution from HQ page.
  2. Review proposed distribution schedules, historical dispatch logs, and branch order fulfillment rates.
  3. Verify that the distribution plan adheres to cold-chain and temperature storage constraints for each drug group.
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Pharmacy chain › Distribution from HQ
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Pharmacy chain — Distribution and redistribution / View

How do I transfer near-expiry medications from slow-moving branches to high-velocity branches?

  1. Enter the Pharmacy chain menu and select Near-expiry transfer.
  2. The system surfaces intelligent recommendations to transfer lots approaching expiration from slow-turnover branches to high-volume locations.
  3. Review the recommendation and click Generate Transfer to avoid product expiration and ensure sale prior to expiry.
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Pharmacy chain › Near-expiry transfer
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Pharmacy chain — Distribution and redistribution / Add

How do I view unified chain prices and medication margins?

  1. Enter the Pharmacy chain menu and select Chain prices.
  2. Review the catalog of pharmaceutical preparations and officially approved retail selling prices across all branches.
  3. You can search by item number or name to confirm pricing.
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Pharmacy chain › Chain Prices
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Pharmacy chain — Prices / View

How do I update the selling price for an item or group of items across the entire chain?

  1. From the Chain prices screen, search for the target item.
  2. Click the Price adjustment button to open the modal setting the new price and effective date.
  3. Enter the new price and click Save; the price updates automatically across all point-of-sale terminals in chain branches.
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Pharmacy chain › Chain Prices
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Pharmacy chain — Prices / Edit

How do I update branch pharmacy details, locations, and sales targets?

  1. Go to the Pharmacy chain menu and select Branch pharmacies.
  2. Select the desired branch and click Edit to open the pharmacy profile modal.
  3. Set the branch name, geographical address, phone number, pharmacist in charge, and monthly sales target, then click Save.
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Pharmacy chain › Branch Pharmacies
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Pharmacy chain — Branch pharmacies / Edit

Frequently asked questions

Why don't medicine costs and profit margins appear on my HQ dashboard?
  1. Displaying costs and profit margins is restricted by a dedicated financial permission reserved for central executive management.
  2. If this permission is not assigned to your account, you will only see quantities and retail selling prices without cost or margin data.
  3. Contact the general manager or administrator to grant you financial viewing rights.
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Pharmacy chain › HQ dashboard
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Pharmacy chain — HQ dashboard and reports / View cost and margin

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