# Pharmacy Navigation Guide

## Overview
This guide helps pharmacy staff navigate the HMIS Pharmacy module to perform daily tasks efficiently. All features are accessed through the main **Pharmacy** menu.

## Wholesale Operations

### Retail Sales
**How to Access:** Pharmacy → Wholesale → Retail Sale  
**When to Use:** Processing wholesale retail sales to customers or other pharmacies

### Goods Receipt Note (GRN)
**How to Access:** Pharmacy → Wholesale → GRN  
**When to Use:** Recording receipt of goods from suppliers for wholesale operations

### Purchase Entry
**How to Access:** Pharmacy → Wholesale → Purchase  
**When to Use:** Creating purchase orders and managing wholesale purchases

### Reports
**How to Access:** 
- Credit Report: Pharmacy → Wholesale → Credit Report
- Bill Search: Pharmacy → Wholesale → Bill Search

**When to Use:** Generating wholesale reports and searching for specific bills

## Purchase Management

### Purchase Entry
**How to Access:** Pharmacy → Purchases → Purchase Entry  
**When to Use:** Recording new purchases of pharmaceutical items

### Opening Stock
**How to Access:** Pharmacy → Purchases → Purchase Opening Stock  
**When to Use:** Setting up initial stock levels when starting the system

### Purchase Orders
**How to Access:** Pharmacy → Purchases → Purchase Orders for GRN  
**When to Use:** Reviewing approved purchase orders ready for goods receipt

## Stock Management

### Department Stock
**How to Access:** 
- Current Stock: Pharmacy → Stock Management → Department Stock
- Stock by Batch: Pharmacy → Stock Management → Department Stock By Batch
- Stock History: Pharmacy → Stock Management → Stock History

**When to Use:** 
- Checking current stock levels
- Viewing stock organized by batches with expiry dates
- Reviewing historical stock movements

### Stock Transfers
**How to Access:**
- Request Transfer: Pharmacy → Stock → Transfer Request
- Issue Stock: Pharmacy → Stock → Issue Stock  
- Receive Stock: Pharmacy → Stock → Receive Stock

**When to Use:**
- Requesting stock from other departments
- Sending stock to requesting departments
- Receiving stock transfers from other departments

**Note:** Issue Stock page uses color-coded autocomplete when enabled in system settings.

### Bin Card
**How to Access:** Pharmacy → Stock → Bin Card  
**When to Use:** Viewing detailed transaction history for specific items

## Returns and Cancellations

### Disposal Returns
**How to Access:** Pharmacy → Returns and Cancellations → Disposal Returns  
**When to Use:** Returning items that were previously issued for disposal to departments or patients

The Disposal Returns section provides four workflow stages:

| Action | Purpose |
|--------|---------|
| **Create Disposal Return** | Start a new return from a disposal issue bill. Search for issued bills, select items to return, enter quantities, and save or finalize. |
| **Finalize Returns** | Review and finalize saved draft returns. Once finalized, a return is submitted for approval. |
| **Approve Returns** | Approve finalized returns (requires approval privileges). This updates stock and completes the transaction. |
| **Completed Returns** | View and reprint completed/approved disposal returns for audit and records. |

> **Note:** The return form includes a **Delete Selected** button to remove items from the return before saving. Check item checkboxes and click **Delete Selected** to remove items you do not want to include in the return.

### GRN Returns
**How to Access:** Pharmacy → Returns and Cancellations → GRN Returns  
**When to Use:** Returning items received via Goods Receipt Notes back to suppliers

### Purchase Returns
**How to Access:** Pharmacy → Returns and Cancellations → Purchase Returns  
**When to Use:** Processing returns of purchased items to suppliers

### Issue Returns
**How to Access:** Pharmacy → Returns and Cancellations → Issue Returns  
**When to Use:** Processing returns of items issued to other departments or units

### Accept Returns from Ward
**How to Access:** Inward → Pharmacy → Accept Returns from Ward
**When to Use:** Confirming receipt of unused ward medicines sent back via a porter, so the stock is moved from the porter back into pharmacy stock

> See [Ward Medicine Request, Issue, and Return Workflow](https://github.com/hmislk/hmis/wiki/Ward-Medicine-Request-Issue-and-Return-Workflow) for the full request-to-return cycle, including how wards send returns via a porter and how pharmacy substitutes items when issuing.

## Retail Sales

### Fast Sale Options
**How to Access:**
- Pharmacy → Retail → Fast Sale 1
- Pharmacy → Retail → Fast Sale 2  
- Pharmacy → Retail → Fast Sale 3
- Pharmacy → Retail → Fast Sale 4

**When to Use:** Quick retail sales - choose the interface that works best for your workflow

### Cashier Sales
**How to Access:**
- Pharmacy → Cashier → Sale for Cashier
- Pharmacy → Cashier → Sale for Cashier - By Item

**When to Use:** Processing sales when cashier shift system is active
**Important:** Requires an active cashier shift when the system is configured to require shift start

## Reports and Analytics

### Purchase Reports
**How to Access:**
- Pharmacy → Reports → Purchase Detail
- Pharmacy → Analytics → Procurement Reports → Item-wise Procurement

**When to Use:** Analyzing purchase patterns and costs

### Sales Reports  
**How to Access:**
- Pharmacy → Reports → Sale Summary by Date
- Pharmacy → Reports → Pharmacy Bill Report

**When to Use:** Daily, weekly, or monthly sales analysis

### Stock Reports
**How to Access:**
- Pharmacy → Reports → Stock With Supplier
- Pharmacy → Reports → BHT Issue Items With Margin

**When to Use:** Understanding stock levels and profit margins

## Settings and Administration

### Reorder Management
**How to Access:** 
- Pharmacy → Settings → Reorder Management
- Pharmacy → Settings → Set Reorder Levels

**When to Use:** Setting up automatic reorder alerts for low stock items

### Category Management
**How to Access:** Pharmacy → Settings → Importer Categories  
**When to Use:** Organizing suppliers and importers by categories

### System Administration
**How to Access:** Pharmacy → Settings → Administration  
**When to Use:** Advanced pharmacy module configuration (administrator access required)

## Important Notes

### Cashier Shift Requirements
Some features require an active cashier shift when the system is configured for shift-based operations. If you cannot access cashier features, ensure your shift has been started.

### Color-Coded Stock Displays
The Issue Stock feature can display items with color coding when enabled in system settings. This helps quickly identify stock status:
- Different colors may indicate stock levels, expiry status, or other important information

### Access Requirements
All features require appropriate user permissions. If you cannot access a specific feature, contact your system administrator to verify your user privileges.

## Getting Help

If you encounter issues:
1. Check that you have the required permissions for the feature
2. Verify that any required system settings are properly configured
3. For cashier functions, ensure your shift is active if required
4. Contact your system administrator for access or configuration issues