Step by step
- Open Inventory > Pharmacy Settings.
- Read the Expiry Data Check: Expired stock still in stock, Expiring in N days, Wrong expiry dates, Stock without expiry, Stock accounting method and Medicines with generic. Clean the red boxes; Write off and Fill in open the pages to fix them.
- Under At The Counter choose Expired Stock At Sale: Do nothing, Warn the cashier or Block the sale. In Near Expiry Warning enter how many days before expiry a medicine is marked in the search list.
- Under Stock Method tick Switch to FEFO (first expiry, first out) so the batch that expires first is sold first. When it is already set the page shows FEFO is on.
- Under Purchase & Invoice tick Expiry On Purchase Required to refuse a purchase of a batch and expiry product without an expiry date after the purchase date. Tick Show batch & expiry and Show generic name to print them on the invoice lines.
- Under Prescription choose Needed To Sell: Never (optional), For controlled drugs, or For controlled and Rx medicines. Tick Show patient & doctor to print them on the invoice.
- Press Save Settings.
Good to know
- Write off the expired stock and correct the wrong dates before you choose Block the sale; the software asks you to confirm while they still exist. With Block a sale that would take an expired batch is not saved.
- Use FEFO together with Block: with FIFO the oldest batch is sold first even when it has expired.
- Switch to FEFO changes the business and every shop. Only new sales change; past sales and their cost stay as they are.
- When a prescription is needed, a final sale with such a medicine needs the patient and a doctor or the prescription photo, entered with the Rx button next to the customer on POS and Add Sale. Bills of the Offline POS are not checked.
- These settings are kept once for the whole business, not per shop.