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.
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. 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. 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.
