Pharmacy Management System

Description

Pharmacy Management Information System Pharmacy Management System is the Point of Sales System developed using Flask Python web minimalistic framework for Wholesale and Retail pharmacies The system supports moderm technologies of POS such as Barcode Reader and Thermal receipt printing DEMO Link http epharmacy wasimbalabs tech System Features For Retail or Wholesale Pharmacy Supports POS Hardware Barcode reader 1D and 2D Receipt Printer User-Role based access control Inventory and Stock Management Expiring Drugs management Records all running expenses and Deposits Reports Sales Reports Purchase orders Profit and Loss Report Demo is available online Can work Both Offline and Online 1 Getting Started With Upendo PIMS To top System Requirements Upendo PMIS is written in Python using the Flask Minimalistic Web Framework Minimum Requirements Linux or Windows OS Python 2 7 Flask 2 0 1 Gunicorn uWSGI or FastSGI PostregreSQL System works with all uptodate browsers 3 General Settings After signing in go to the settings page and change the your default pharmacy settings Currency Symbol with 3-character code AED United Arab Emirates Dirham AFN Afghan Afghani 4 System Roles Permissions and users New Roles Add New Role To Add New User Navigate to System Roles – Add Role and And fill out the form in the window that popus up Add Permissions to Roles Update Permissions To Add New User Navigate to System Users – And fill out the form New Users Add New Users To Add New User Navigate to System Users – And fill out the form Note Take note to select the appropriate user level when creating the different user account i e Select 1 for Administrator Select 2 for Dispenser Select 3 for Cashier 5 Order and Payment Types Order Types There Can be Various Order Types Invoice The Pharmacist only places order Only and the cashier accepts and receives money Receipt The Pharmacist Can place order and receive payment and print receipt at the same time Add New Order Type To Add New Order Type Navigate to Order Types – Add Order Type and And fill out the form in the window that popus up Payments Types There Can be Various Payment Types Cash Bank Deposit Mobile Money Add Payment Type To Add New Payment Type Navigate to Settings- Payment Types – New Pay Type And fill out the form 6 Customers New Customers Because the Pharmacy can be busy and client can be uncorfortable to be registered the System needs to have a Default Customer By Convention You can add this Customer to have a Name of POS Customer Add New Customer To Add New Customer Navigate to Customers – And fill out the form Other Parameters like age and contact details are optional This section is intended to capture any customer information that you might want to remember in the future 7 Suppliers and Purchase Orders Suppliers Now that your system is setup and ready for sales You need to have Suppliers from which you will purchase Drugs To Create your suppliers Navigate to Suppliers – and fillout the form To edit or delete suppliers click the repective buttons and adjust accordingly Suppliers are added so as to trace back some medicines that might have problems e g short expiry from particular suppliers Purchase Orders Now Record the Purchase Order from the above recorded Supplier Every Drug in the system will have a reference to their specific Purchase Order To Create Purchase Order Navigate to Dispenser- Purchase Order Purchase Order Ref can be Invoice No or Receipt No 8 Deposits Create a Deposit Deposits are how you keep track the amount of Cash the cashier receives and any money that is taken out of the pharmacy either being banked or taken by the owner this is where it is recorded Create a bank account to track where the money is being deposited 9 Drug Categories and Drug List Drug Categories The system comes with a medicine categories in excel sheet that you can edit and Upload Before registering a Drug Generic Name you will need to add drug categories Medicine List The system comes with a medicine list in excel sheet that you can edit and Upload However the list may not applicable to many countries that is why there is an option to add delete or edit medicines on to the master list 10 Add Stock Before Begining Sales you will need to Add stock to the invenotry Remember this can only be added after doing a Purchase and Registering the Purchase Order To access the Add Stock Menu Navigate to Drug Inventory- Add new Product Step 1 Toggle the side bar menu on and off to get more working space Step 2 Search the Order Reference number and click on the reference number to populate the Order details Inputs Step 3 Press the Button on the Bottom Left of the form Step 4 On the Window that Pops Up Search the Generic Drug Name of the product you want to add make selection Step 5 Fill the rest to the fields accordingly You can use the purchase Order Invoice printout to fill the fields Medicines are entered in their smallest units ie tablets bottles and NOT packets or boxes For example if you receive 2 packet of Amoxicillin caps 250mg and each packet with 10 Blister and each Blister has 10 Capsules therefor the quantity received is 2 X 10 X 10 200 With this in mind also the prices have to be calculated and input into the system per tablet or per packet in drugs that are not sold on basis of Tabs e g Artemether Lumefantrine IMPORTANT The Barcode Input is Optional and may be used by using Barcode Reader IMPORTANT Batch No or Lot Number is mandatory because of market fluctuations of Drugs this feature can be disabled upon request but will give false estimations of profit in drugs that have price fluctuation on every Purchase 11 Purchase History Review the medicine purchase history where you get to view the Invoice PDF as appears on the Invoice from Supplier section 12 Stock Monitoring 1 Stock Levels Here you will monitor the stock levels of the remaining balances of each item The window gives you the remaining cumulative total for each item All the items highlighted in orange are the ones below the re-order level At this point you have a Menu to add New Product The System Supports Adjust stock levels incase items are damaged editing price details e t c 2 Out of stock Click here to view all the items that have run out of stock This part of module requires the dispenser to take action once the item Out of stock has been puchased the dispenser should take action to remove this item from the list 13 Expiries To top 1 Soon Expiring Upendo PIMS will give you records of items soon expiring based on Date Range this will be useful to help you sell medicine before they expire 2 Expired Medicine Upendo PIMS will give you records of items that have expired this will be useful to help you remove the medicine from the shelf Select Dates that are below the current Date to see expired drugs The Dispenser will have to mark the item as Resolved to indicate item has been removed from the Shelf 14 Point of Sale Step 1 Click POS from the Dispenser menu Step 2 Select Order Type as Invoice or Receipt based on your role Step 3 Search Product by typing first few characters of either the trade or generic name to select the desired product You Can also search the item by using Barcode and Barcode Reader Step 4 Input the quantity you want to sell NOTE Quantity remaining because inputing a value greater than that will result in the inventory having negatives Step 5 This is intended to put a DISCOUNT to the selling price the discount value is per smallest selling unit i e per tablet For example the selling price of paracetamol 500mg is 50 if you need to sell the medicine at 45 input 5 as the discount value Step 6 Ensure to Have a Default Customer Name or Register a New customer if he she wishes so Step 8 If the Pharmacy has A cashier then on Save Payment the client will be redirected to pay at cashier window Step 9 Incase of Pharmacist acting as a dispenser and Cashier then Upendo PIMS is cofigured to work with Thermal receipt printers therefore on successfuly payment the receipt will be printed out a receipt Consider disabling printer dialog pop up in your browser for quick printing section id cashier 15 Billing and Cashier Some Dispensing Outlets and Pharmacies normally have a cashier whose role is to accept orders and collect money from clients Under Cashier Module- Pending Order section id methods 16 Expenditures To Add Edit Expenses Navigate to- Expenditures Please Note that the description is intended to give more explanation on the expense that has been incurred 17 Reports In Upendo PIMS All Reports will be generated automatically based on your transactions with the ability to be exported into PDF Available Reports Sales Reports Reports for Income with all transaction filtered by the selected date range Income Vs Expense Vs Loss from expired damaged drugs Automatically generated snapshot of your income expense so that you can compare 18 The End Thank you for purchasing Upendo Pharmacy management Application I hope you will enjoy using this application For customisations contact us at info wasimbalabs tech OR njunwawamavoko gmail com