1Getting Started with PharmNex2Prepare Your Billing and Tax Setup3Prepare Your Stock Review4Plan for More Than One Branch5Plan Your Daily Business Review6Prepare Existing Data for a Move
Beginner3 min read

Plan Your Daily Business Review

Define the questions you want your pharmacy records to answer.

Define the questions you want your pharmacy records to answer. This is a preparation checklist, not a screen-by-screen product manual. Confirm available features and exact steps in your current setup.

1

Choose useful questions

Start with decisions your team makes regularly.

  1. 1What sales activity needs review?
  2. 2Which purchases or stock differences need follow-up?
  3. 3Which records does the accountant require?
2

Review the available views

Ask for a walkthrough of the reports and dashboard views supported by your account.

  1. 1Confirm available fields, date ranges and filters.
  2. 2Check how totals relate to supporting records.
  3. 3Ask about refresh timing and available exports.
3

Make follow-up routine

A summary is the start of a review, not a substitute for checking a transaction.

  1. 1Assign someone to review the records.
  2. 2Investigate discrepancies before acting on a summary.
  3. 3Confirm access permissions for each role.

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Plan for More Than One Branch

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Prepare Existing Data for a Move

Need hands-on help?

Our onboarding team is available to walk you through any part of PharmNex live.

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