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Sales Management Tutorial
The Sales Management module of Pharmacy POS BD helps you track, control, and analyze all sales activities in your pharmacy. From daily counter sales to detailed sales reports, this module ensures accuracy, transparency, and better business decisions.
1. Sales Module Overview
Sales management covers:
- Medicine billing and invoicing
- Sales history tracking
- Invoice reprint and review
- Discount control
- Daily, monthly, and yearly sales analysis
Every completed bill is automatically saved in the system.
2. Creating a New Sale
- Go to Sales / Billing from the Dashboard.
- Add medicines using:
- Barcode scanner, or
- Manual search by medicine name
- Enter quantity for each medicine.
- Review the invoice total.
- Click Save / Print Invoice to complete the sale.
Once saved:
- Stock is reduced automatically
- Sale is recorded in sales history
3. Sales History
To view previous sales:
- Open Sales History from the Sales menu.
- You can search sales by:
- Date
- Invoice number
- Customer name (if used)
- User / cashier
This helps track all completed transactions.
4. Invoice Reprint
If a customer needs a copy:
- Go to Sales History.
- Select the invoice.
- Click Print to reprint the invoice.
Reprinting does not affect stock or reports.
5. Editing or Cancelling Sales
Depending on permission settings:
- Admin users can:
- Edit invoice items
- Cancel a sale
- Stock and reports update automatically after changes
⚠️ Editing sales should be done carefully to maintain data accuracy.
6. Discounts & Price Control
Sales management allows:
- Item-wise discounts
- Invoice-level discounts
- Discount permission control for staff users
This prevents unauthorized price changes.
7. Sales by User (Cashier Tracking)
The system records:
- Which user created the sale
- Total sales per user
This is useful for:
- Staff performance tracking
- Shift-based sales review
8. Daily Sales Closing
At the end of the day:
- Open Daily Sales Report.
- Review total sales amount.
- Match with cash collection.
- Take a data backup.
This ensures accurate daily accounting.
9. Sales Reports
From the Reports section, you can generate:
- Daily Sales Report
- Monthly Sales Summary
- Yearly Sales Report
- User-wise Sales Report
- Item-wise Sales Report
Reports can be viewed or printed as needed.
10. Best Practices for Sales Management
- Always generate an invoice for every sale
- Do not sell expired medicines
- Limit staff permissions for discounts
- Review sales reports regularly
- Backup data daily
Controlled Sales = Profitable Pharmacy 📊
With proper sales management in Pharmacy POS BD, you can:
- Track every taka accurately
- Prevent revenue leakage
- Monitor staff performance
- Grow your pharmacy with confidence
