Documentation / Start here
Getting started and signing in
Create a workspace, sign in, and find your way around PharmaFlow.
Create a workspace
Go to Create workspace, enter your pharmacy name and your own name, e-mail and password. This creates your pharmacy, a main branch, and you as its owner. You can add staff later.
Sign in
Open Sign in and enter your e-mail and password. After five wrong attempts the account is locked for 15 minutes. If you forget your password, use Forgot? on the sign-in page.
Social sign-in is not offeredButtons for signing in with Google or Microsoft were removed: they did not verify the account with the provider, which would have let anyone sign in as anyone else. Use e-mail and password.
Finding your way around
The menu on the left is grouped by the job you are doing:
| Group | What is inside |
|---|---|
| Dashboard | Today at a glance: sales, low stock, expiring batches. |
| Sell | POS Terminal, Sales & Invoices, Returns & Waste. |
| Stock | Inventory, Stock Transfers, Purchases, Suppliers. |
| Online store | Store Sync and Online Store Admin. |
| Business | Customers, Insurance Claims, Reports & Analytics. |
| Administration | Staff & Roles, Audit Log, WhatsApp Assistant, Settings. |
You only see the entries your role may use. The server checks permissions too, so a hidden page cannot be reached by typing its address. See User roles and permissions.
A sensible first day
- Add your products and their first batches (Products, batches and expiry), or import them from a spreadsheet with Bulk Import.
- Add your staff and give each the right role.
- Open the register and ring up a test sale (POS).
- If you sell online, open Store Sync (how it works).