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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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Record a sale to a walk-in customer
How to record sale
As a Pharmacist, recording a sale correctly ensures accurate inventory tracking, patient billing, and regulatory compliance. Follow the steps below to complete a sale within NeoEHR.
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Begin by logging in with your pharmacist credentials to access the Pharmacy module.
Navigate to the top-right corner of the screen.
Click the “Record Sale” button.
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Complete the Record Sale form. Once the form appears, fill in the necessary fields:
Select the appropriate pharmacy from the dropdown menu.
Search for and select the product(s) being sold.
Enter dosage, quantity, and dispensing unit for each item.
Prices will auto-populate based on product and quantity.
Enter the patient's full name to associate the sale with their health record.
Input the physician’s name and email tied to the patient.
The system auto-fills the name of the logged-in pharmacist for accountability.
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Once all required fields are correctly filled, the Checkout button will become active (blue).
Click “Checkout” to proceed.
This will open the Create Invoice screen, where you can either generate the invoice or proceed directly to payment.
Note: Always verify patient and product details before finalizing a sale to avoid discrepancies in billing or medical records. Once submitted, edits may require administrative access or reversal workflows.

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Visit the NeoEHR webpage
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Visit the NeoEHR webpage
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