When to use this: Use this guide to navigate the Settings screen in BitMed. All pharmacy configuration options are accessed from one simple menu.
Opening Settings
- Click Settings (gear icon at the bottom of the left sidebar).
- The Settings screen will open with all available management options.
On this image: 1 opens Settings from the sidebar; 2 opens account subscription and billing; 3 covers business and store details; 4 covers billing, receipts, and payments; 5 covers inventory and labels; 6 covers people and sync; and 7 opens the product master or data migration.
Settings Options Overview
Below are the main options available on the Settings screen:
- Manage Subscription & Billing: Opens your BitMed account in a new browser tab, where you can check your subscription, see invoices and download BitMed Link.
- Business: Update your pharmacy name, legal organization name, GSTIN, PAN, and official contact details.
- Stores & Sessions: View store details, Drug Licence numbers (Forms 20/21), FSSAI licence, and current device billing session.
- Billing & Invoicing: Set inter-state tax (IGST) and cash bill round-off, your invoice number format, discount limits, and return/refund policy.
- Receipts & Printing: Choose what prints on the bill (salt, batch, HSN summary), set the paper size (50 mm, 80 mm or A4), and configure the UPI QR on receipts.
- Payments: Configure UPI scan-to-pay QR options for fast checkout.
- Inventory: Set FEFO batch auto-selection, enable loose/strip sales, allow billing on zero stock, and configure expiry alert thresholds.
- Labels & Barcodes: Set default label sizes and barcode printer preferences.
- People & Access: Add staff members, assign roles (Owner, Manager, Pharmacist, Cashier, Inventory Clerk, Viewer), set Employee Code (PCode) + PIN logins, and define Customer Types & discounts.
- Sync & Diagnostics: Check offline data sync status, view outbox sync issues, and perform diagnostic checks.
- Product Master: Access the organization-wide product catalog, shared by every store.
- Data Migration: Bring products, suppliers, customers, doctors, opening stock and rack locations in from CSV files.
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Pro Tip: Press Ctrl + K anywhere in BitMed to open the quick search bar and jump straight to any setting page.