When to use this guide: To attach a customer profile for credit sales, track purchase histories, apply customer discounts, or record prescribing doctor details for prescription items.
Linking a Customer
Step 1: Open Customer Window
Press F3 on your keyboard to open the Customer Panel.
Step 2: Search by Mobile Number
Type the customer's 10-digit phone number into the mobile field and press Enter. If the customer exists, their name and account balance will match instantly.
Step 3: Or Add a New Customer Instantly
If the customer is new, simply type their name and phone number and press Enter.
BitMed creates the customer profile in the background and attaches them to the current bill immediately—no need to switch pages or open complex registration forms!
Linking a Prescribing Doctor
For prescription medicines, you can attach the prescribing doctor to the bill:
- Click the Doctor chip on the top bar.
- Type the doctor's name or medical registration number to search existing records.
- If it's a new doctor, type their name and registration number to save them for future use.
Good to Know
- Walk-in Default: Bills without a linked customer automatically show as "Walk-in". This is completely normal for fast OTC counter sales.
- Mandatory for Schedule H1: For Schedule H1 prescription medicines, linking patient and doctor details is mandatory before finalizing the bill.