User Manual of Odoo POS Pharmacy Management

INTRODUCTION

Odoo POS Pharmacy Management is a one-stop solution for pharmacy!

Pharmacy management involves handling sales, invoices, inventory, etc. It also provides information about medicines, aiding in finding alternatives & information about one’s medication.

The Odoo POS Pharmacy Management module facilitates streamlined inventory management, adding a new menu, and creating detailed information about doctors, manufacturers and usage.

The backend allows for easy configuration of features such as advanced filter, cart deletion, default view, and toggle menu.

You can also check the Odoo POS Membership Cards Module to provide a membership facility to your customers.

Check the video mentioned below for a brief overview of the workflow:

FEATURES

1. Odoo POS Pharmacy Management enables you to create medicine (products).
2. It allows you to add details like usage, side effects, salt composition, salt unit, and more.
3. You can also manage multiple units of measure (UOM).
4. Use advanced search to filter out products easily in Odoo POS Pharmacy Management
5. Configure every setting, like an advanced filter, clear order lines, pos color, etc. from the backend.
6. The Odoo app additionally delivers an intensified user interface for easy navigation.
7. Odoo POS Pharmacy Managemen adds a medicine information button over the product image in Odoo POS.
8. The information button opens a popup that shows every product’s details.
9. The Odoo app allows the launching of a secondary customer screen from the Odoo POS.
10. It further adds a Quickpay option for smooth and swift payments.
11. The Odoo app shows alternate medicine and salt details in the information popup.
12. In the POS Session, set the default product view (grid or list).
13. Moreover, the module shows product images in the order line (if configured from the backend).
14. Specify what details to show in the information popup.
15. In addition, specify deleting/emptying the cart with a click by using the cancel or trash can icon.
16. Choose the desired color for the Odoo POS from the palette to match your store theme.
17. Add the doctor’s name to the POS receipt identical to adding a customer, which will appear in the Odoo backend.
18. Add products to the cart by dragging and dropping them in the cart section.
19. You can specify the expiration date of each lot of medication using the Odoo POS Pharmacy Management, which will enable you to receive a warning if you sell a medication from an expired lot.
20. It also provides a feature to verify the prescription required medicines when selling them.

INSTALLATION

1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download before moving further, explore our Odoo development services & an extensive range of quality Odoo Apps.d finishes. You will be able to see a folder named- ‘pos_pharmacy_management’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘pos_pharmacy_management’
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.
8. Before moving further, explore our Odoo development services & an extensive range of quality Odoo Apps.

WORKFLOW

Moving on to the configuration of the Odoo POS Pharmacy Management.

CONFIGURATION

1. Go to the POS module and open ‘Configuration> Settings.’ Now, locate the ‘Pharmacy’ settings and enable the following.

Enable ‘Add a Menu Bar’ to add a pharmacy option to the menu on the front end. Enable ‘Advance Search’ to conveniently search for products in Odoo POS. The ‘Show Details in Products’ let you decide which options to show in the product info button. In addition, the ‘Show Medicine Information’ adds an information popup on the product image to show details. The ‘Quickpay Button’ will add the Quickpay payment option on the POS Screen.

2. The ‘Delete Order Button’ will let you delete the whole order at once. ‘Show Product Image’ will show the product image in the cart. ‘Configurable Color’ let you set the POS color from the palette. Moreover, the ‘Clear Orderlines’ option will allow you to delete a particular product’s order lines.

Configuration

3. After that, create all the sub-menus listed under the ‘Pharmacy’ menu.

3.1. Create a doctor, and don’t forget to enable the ‘Is a Doctor’ option.

3.2. Next, create Medicine Products similar to a product. However, you need to enable the ‘Is a Pharma Product’ option, and under the ‘Pharmacy’ tab, enter the various details after enabling ‘Is a Medicine.’ Also, enable the ‘Manage Multi UOM Price’ if you deal in different quantities and unit prices.

3.3. You can mark medicine as a prescription medicine in the settings under the configuration tab.  

3.4 You can easily enable the expiration dates of the medicine in the Inventory section of settings under the configuration tab. 

3.5. Now, create Medicine manufacturers.

3.6. Create diseases along with a description.

3.7. Add the basic salt for making medicine salt.

3.8. Accordingly, create a salt unit for measuring salts.

3.9. Add medicine salt by mixing the basic salt and units.

3.10. Create salt composition by adding medicine salts.

3.11. Add medicine usage with illness or disease name.

3.12. Enter the side effects of the medicine you sell.

3.13. Add Safety advice for every medicine.

3.14. Add different chemical classes for medicines.

3.15. Accordingly, create a Therapeutic class for every medicine.

3.16. Enter medicine action class in Odoo.

3.17. Add a fact box about different drugs/medicines.

ODOO POS FRONTEND

4. After that, open the Odoo POS, and toggle the side menu/ pharmacy menu configured from the backend. Moreover, the ‘Quickpay’ button lets you make payments quickly according to the set method (Cash, Bank, or Customer Account).

5. Also, you can check the ‘Delete Cart (Trash bin) and Cancel (Clear order lines)’ buttons. The customer button will let you add customers; similarly, the Doctor button adds a doctor to the POS invoice. Once done, click the ‘Medicine Information’ button.

6. You can view all the allowed menus in the information popup. In addition, you can check ‘Alternate Medicines and Alternate Medicines Based on Salt.’

7. Click the alternate salt or medicine option to view the replacements, select any of them, and hit the ‘Add Products’ button to add them to the cart.

8. You can further switch between grid and list view from the provided option.

9. Also, you can launch a customer screen from the screen icon in the top navigation button.

10. From the ‘Advance Search (Magnifying Glass)’ icon, you can filter out medicine based on various filters.

11. If you select a prescription required medicine and proceed further then POS restricts it to proceed further without a prescription. 

12. Show an expiration alert, when any expired medicine is sold.  

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!