Pharmacy go-live checklist for SmartPOS Hub
Tick off each item before your first trading day.
Settings
Section titled “Settings”- Branches added as business locations (Locations).
- Enable Product Expiry on, with Stop Selling n days before set (step 1).
- Enable Lot number on.
- Medicine tax rules checked with your accountant.
Medicines
Section titled “Medicines”- Medicines imported from the Pharmacy catalog, or added by hand (step 2).
- Tablet, strip and box units checked on your top 50 medicines.
- Prices set per base unit (tablet, bottle, tube…).
- Pharmacy product fields attached; Generic name and Prescription required filled (step 3).
- Controlled medicines in their own category; only authorised staff can sell.
- Alert quantities set on fast movers.
- Opening stock entered with lot numbers and expiry dates (step 4).
- Distributors added with pay terms and opening balances.
Counter
Section titled “Counter”- Staff can pick the unit and the batch on the POS (step 5).
- Receipt layout prints batch and expiry (Receipts and invoice layouts).
- Credit customers added with limits (step 7).
- Every staff member has their own login with the right role in User Management › Roles (Users and roles).
Online (optional)
Section titled “Online (optional)”- Prescriptions switched on and a test upload approved and rejected (step 6).
- Store visible in the SmartPOS Shopper app (Shopper app for your store).
Routine
Section titled “Routine”- Weekly expiry check and returns process agreed (step 8).
- Daily close routine agreed (Daily operations).
- Test sales and returns removed, test register closed.
Frequently asked questions
What must be done before the first sale?
Expiry and lot numbers switched on, medicines with units and prices, opening stock with lot and expiry, and an open cash register.
Do I need the online store to start?
No. Prescriptions online and the Shopper app are optional and can follow once the shop runs smoothly.
What should I test?
Sell a tablet, a strip and a box of the same medicine from the earliest batch, do one credit sale, one patient return, one purchase return and one register close.
Where do I get help?
Read Troubleshooting first, then contact support at smartposhub.com/contact.