When to use this: Checking the owner's daily or weekly read on how the pharmacy business is doing.
Steps
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Dashboard — click Dashboard in the left menu (this is a separate screen from Reports) for an at-a-glance view of today's sales, bills, and alerts.
On the Dashboard image: 1 selects the current store or all stores; 2 switches the time period and refreshes the view; 3 shows sales, bill count, and average bill; 4 shows stock and expiry alerts; 5 breaks down payments; and 6 lists the top products for today.
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Open Reports → Financial. Click Reports in the left menu, then click Financial from the list of reports.
On the Profit & Loss image: 1 is the shared date range and Refresh; 2 switches between the four report tabs; 3 exports the current tab; 4 shows the tax basis and summary figures; and 5 shows the detailed calculation.
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Pick the period. Click the From / To date buttons at the top right. This date range applies to every tab below. Click Refresh to reload the tab you're viewing.
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Read the four tabs.
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Profit & Loss — revenue, cost of goods sold, gross profit and margin, plus a bad-debt (customer credit written off) line, for the period. A note above the numbers states the tax basis they're calculated on.
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Purchases — total purchase amount, input tax, GRN count, and a supplier-wise breakdown.
On the Purchases image: 1 selects Purchases; 2 shows the GRN count, total purchases, and input tax; 3 breaks the amount down by supplier; and 4 exports this tab.
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Receivables — money customers owe you, one row per customer, with the oldest unpaid bill's date.
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Payables — money you owe suppliers, one row per supplier, with the oldest unpaid invoice's date.
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Export. Each tab has its own Export CSV, Export Excel, and Export PDF buttons at the top of that tab — they export only what that tab is showing.
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What to watch weekly — net sales trend, margin %, how much discount you're giving away, your return rate, and credit given vs. collected (→ CUST-03).
Common problems
- A number looks wrong — check the date range at the top right; every tab uses the same range.
- Export button greyed out — that tab has nothing to export yet (no data loaded, or an empty result for the period).