Accounting & Report Tutorial

The Accounting & Report module in Pharmacy POS BD provides complete insights into your pharmacy’s financial and operational performance. With accurate reports and accounting tools, you can track profit, sales, purchases, stock, and customer trends with ease.

1. Accounting Overview

Pharmacy POS BD automatically tracks financial data including:

Sales revenue
Purchase expenses
Discounts given
Profit calculation
Stock value

No separate accounting entry is required; all transactions are recorded automatically.

2. Sales Reports

To view sales performance:

Go to Reports → Sales Report.
Choose a filter:
- Date (Daily, Weekly, Monthly, Yearly)
- Medicine-wise
- User-wise (Cashier)
Click Generate Report.

Reports show:

Invoice numbers
Medicine sold
Quantity
Total sales amount
Discounts applied

💡 Useful for daily cash verification and performance review.

3. Purchase Reports

To monitor pharmacy purchases:

Go to Reports → Purchase Report.
Filter by:
- Supplier
- Date range
- Medicine category
Click Generate Report.

Reports include:

Supplier details
Invoice numbers
Batch numbers & expiry dates
Purchase cost
Quantity purchased

Helps in supplier management and budgeting.

4. Stock Reports

Stock reports provide real-time inventory information:

Go to Reports → Stock Report.
You can generate:
- Current Stock
- Low Stock Alert
- Near Expiry & Expired Medicines
- Batch-wise Stock

This ensures you never run out of medicines and helps manage expiry efficiently.

5. Profit & Loss Report

To track pharmacy profitability:

Open Reports → Profit & Loss.
Select a date range.
The system calculates:
- Total sales revenue
- Total purchase cost
- Discounts given
- Net profit

Accurate profit reports help in planning pricing and inventory strategy.

6. Customer Reports

Track customer trends:

Go to Reports → Customer Report
Filter by:
- Date
- Customer name
View:
- Purchase history
- Total amount spent

Useful for marketing and loyalty programs.

7. Supplier Reports

To monitor supplier transactions:

Go to Reports → Supplier Report
Filter by supplier or date
View:
- Total purchased
- Outstanding balance (if applicable)
- Purchase trends

Helps manage supplier relationships efficiently.

8. Exporting & Printing Reports

Most reports can be exported as PDF, Excel, or CSV.
Reports can also be printed for physical records or audits.

💡 Keep printed copies for compliance and stock audits.

9. Best Practices for Accounting & Reports

Generate daily sales and purchase reports
Review profit & loss monthly
Monitor low-stock and expiry alerts regularly
Keep a backup of all report data
Use supplier and customer reports for strategic decisions

Insightful Reporting = Better Decisions 📊

With Accounting & Report features in Pharmacy POS BD, you can:

Track revenue and expenses accurately
Monitor profits and losses
Maintain healthy stock and supplier relationships
Make informed business decisions

Accounting & Report Tutorial