PharmaERP is the software a pharma distribution company uses to buy and sell products, manage stock and warehouse work, keep regulatory records, handle payments and run reports. This guide is for everyday ERP users and administrators. It is written step by step, in plain language.
How to use this guide
The menu on the left lists the modules of PharmaERP.
Each page of this guide explains one screen in one module.
Words in bold are the exact names you see on the screen, such as buttons, menu items and field labels.
The screenshots show the real screens of PharmaERP.
Guide status
Module | What it covers | Status |
|---|---|---|
Dashboard | Your overview, tasks and notifications | Coming soon |
Purchase | Buying from suppliers: orders, invoices and credit memos | Coming soon |
Sales | Selling to customers: orders, invoices and credit memos | Coming soon |
Products | Product list, stock, product codes and labelling | Coming soon |
Logistic & Warehouse | Goods in and out, warehouse and logistics checks | Coming soon |
Regulatory | Return records and document checks | Coming soon |
Finance | Payments | Coming soon |
Reports | Reports on suppliers, customers, products and HR | Coming soon |
System Settings | Company, people, roles, sign-in rules, error log and master data | Available |
The modules
Dashboard
The Dashboard module is where you see your overview, your tasks and your notifications.
Dashboard - the main overview screen
My tasks - your task list, with the notifications bell
Customer Follow up Task - follow-up tasks for customers (opens from Dashboard)
Note: Coming soon. The step-by-step guide for this module is being written.
Purchase
The Purchase module is for buying from suppliers: orders, supplier confirmations, invoices and credit memos.
Supplier DB - the list of suppliers
Add New Supplier - add a supplier (opens from Supplier DB)
Follow up Task - follow-up tasks for suppliers
Purchase Opportunity - purchase opportunities
Purchase Order (classic) - the classic purchase order screen
Purchase Order - NEW PO UI - the newer purchase order screen
Add from Portfolio - add items from the portfolio (opens from Purchase Order)
PO Confirmation Register - supplier confirmations of purchase orders
PO discrepancy drawer - review differences (opens from PO Confirmation Register)
Purchase Invoice - supplier invoices
PI ↔ SO Link - link purchase invoices to sales orders
Purchase Credit Memo - credit memos for purchases
Delivery Note - delivery notes
Purchase Order Sheet - the list of purchase orders (top bar)
Note: Coming soon. The step-by-step guide for this module is being written.
Sales
The Sales module is for selling to customers: customers, orders, invoices, credit memos and expiry checks.
Customer DB - the list of customers
Add New Customer - add a customer (opens from Customer DB)
Sales Opportunity - sales opportunities
Sales Order (classic) - the classic sales order screen
Sales Order - NEW SO UI - the newer sales order screen
Sales Order Sheet - the list of sales orders (top bar)
Expiry verification - check product expiry before selling
Sales Invoice - customer invoices
Sales Credit Memo - credit memos for sales
Note: Coming soon. The step-by-step guide for this module is being written.
Products
The Products module is for the product list, stock levels, product codes and labelling data.
Product List - the list of products
Product 360 View - one product seen in full
Stock on Hand - the stock you hold
Stock Audit - the stock audit log
Product mapping and fuzzy match - match products (opens from other pages)
Product HSN - HSN codes for products
Mfg. Product List (labelling) - labelling product list (not switched on yet)
Mfg. Packaging (labelling) - labelling packaging (not switched on yet)
Label Number (labelling) - label numbers (not switched on yet)
Note: Coming soon. The step-by-step guide for this module is being written.
Logistic & Warehouse
The Logistic & Warehouse module is for goods coming in and going out, warehouse stock and logistics checks.
Logistic Hub - the logistics hub
Warehouse Hub - the warehouse hub
Goods-In Check - check goods coming in (opens from Warehouse Hub)
Goods-Out Pack - pack goods going out (opens from Warehouse Hub)
Warehouse - the warehouse screen
Logistics flow health - checks on the logistics flow
Quarantine and destroyed stock - quarantined and destroyed stock (opens from Stock on Hand or Product 360 View)
Warehouse flow health - checks on the warehouse flow (not switched on yet)
Note: Coming soon. The step-by-step guide for this module is being written.
Regulatory
The Regulatory module is for return records and document checks.
Return Register - the register of returns
Regulatory Doc Check - check regulatory documents
Note: Coming soon. The step-by-step guide for this module is being written.
Finance
The Finance module is for payments.
Payments - payments
Note: Coming soon. The step-by-step guide for this module is being written.
Reports
The Reports module is for reports on suppliers, customers, products and HR.
Supplier Portfolio - supplier portfolio report
PO vs Invoice - purchase orders compared with invoices
Supplier Activities - supplier activity report
Customer Portfolio - customer portfolio report
SO vs Invoice - sales orders compared with invoices
Customer Activities - customer activity report
Product Expiry (PI) - product expiry report
Product Portfolio - product portfolio report
HR Activity Report - HR activity report
Punchcard Report - punchcard report
My Punchcard - your own punchcard (includes punch-in and punch-out)
Note: Coming soon. The step-by-step guide for this module is being written.
System Settings
The System Settings module is for company setup, people, roles, access rules, sign-in security, the error log and master data.
Company Settings - company settings, with the Setting History
Members - the list of members and adding a new member
User Assignment - assign users (under Members)
Owner Assignment - assign owners (under Members)
Roles - roles and what each role may do
Access Locations - access locations
Access Shifts - access shifts
Work Engine Admin - work engine administration
Login Security - sign-in security
View / Update Hash Key - view or update the hash key (popup)
Error Log - application errors
Sign-in page - sign-in, forgot password and access denied
Master Data
Countries - countries, with the Country History
Currencies - currencies, with the Currency History
Cities - cities (not switched on yet)
Units - units (not switched on yet)
Packages - packages (not switched on yet)
Product Types - product types (not switched on yet)
Categories - categories (not switched on yet)
Customer Status - customer status (not switched on yet)
Tip: Start here. The System Settings guide is ready and explains how to set up people, roles and sign-in rules.
Need help?
If you are stuck, or something on your screen does not match this guide, contact your system administrator.