MediMate — Customer Guide (Store Staff)

Modern Pharmacy Software. Bill, Manage Stock, Download Prescriptions & Print Professional Invoices — all in one.

1) Quick Start

Sign in
  1. Open the MediMate Login page.
  2. Enter registered email & password → Sign in.
Forgot / Reset
  1. Click Reset Password.
  2. Enter your email → set & confirm a new password.
  3. Return to Login and sign in.
Profile: Use Settings to change Store Name / Email or set a new password anytime.

2) What’s Where (Main Screens)

  • Billing — Full invoice (pack/loose), GST per line, split payments, print.
  • Quick Issue — Ultra-fast no-bill handover; adjusts stock & books sale.
  • Invoice Center — Find, reopen & reprint past bills.
  • Stock/Products — Products, batches, prices, expiry, quantities.
  • Prescriptions — Attach/download RX files (if enabled).
  • Reports — Today’s sales, transactions, and products sold.

3) Typical Day Flow

  1. Quick Issue for small, no-bill handovers (loose tablets, adjustments).
  2. Billing for regular customers: add items, choose GST mode, take payment, Save & Print.
  3. Invoice Center for reprints/sharing.
  4. Stock updates (receive batches, correct qty, mark near-expiry).
  5. Reports at close: check sales & cash vs online totals.
Tip: Keep Units per pack accurate—pack/loose math depends on it.

4) Quick Issue (No Bill)

  1. Search Product → select Batch (badges show Low stock / Expiring soon).
  2. Select Type: Loose (default) or Pack (decimal allowed, e.g., 1.5).
  3. Enter Qty (use +/− buttons or chips like ×1/×5/×10, or 1 Pack (U) chip).
  4. Prices include GST is ON by default. Turn OFF only to add a GST slab on top for that line.
  5. Press Enter (or Ctrl+Enter) to add. Items list & stock update live.
  6. Toolbar: check Grand Total, choose Mode (Cash/Online/Mixed/Unpaid), enter amounts and Save Quick Entry (Ctrl+S).
Keyboard: P Pack, L Loose, Enter Add, Ctrl+Enter Add (anywhere), Ctrl+S Save, Esc clear qty.
If a loose price isn’t set, the system uses pack price ÷ units per pack.

5) Full Billing (With Printed Invoice)

  1. Select Product → Batch → set Qty and Type (Pack allows decimals).
  2. Per-line GST Mode:
    • Including GST (default) — price already includes GST.
    • Add GST — choose slab (0/5/12/18/28%) to add on top.
  3. Add items → verify Grand Total.
  4. Enter Cash ₹ and/or Online ₹ (mode auto-detects).
  5. Save / Generate Invoice → print from the success prompt or Invoice Center.
For speed, the app can auto-fill Grand Total into Cash ₹. You can overwrite as needed.

6) Stock & Products

  • Add Product: Name, category, Units per pack (U), pack price (loose auto if blank).
  • Add Stock (Batch): Batch no, expiry, packs, optional loose units, prices.
  • Adjustments: Damage/expiry? Update batch or use Quick Issue with an internal note.
  • Watch list: Selector shows Low stock / Expiring soon hints.

7) Prescriptions (If Enabled)

  • Attach a photo/PDF to an invoice or patient record.
  • Download later from the same bill or patient.
  • Ensure scans are clear and linked to the correct sale.

8) Invoice Center

  • Search by invoice number, date, or customer.
  • Open the invoice to reprint or export as PDF (if available).

9) Speed & Accuracy Tips

  • Keep Units per pack correct—affects all loose math.
  • Use keyboard shortcuts in Quick Issue (P/L, Enter, Ctrl+Enter, Ctrl+S).
  • Leave Including GST ON unless you must add slab on top.
  • For loose-only handovers, start in Quick Issue (fastest).

10) FAQ

Open Reset Password, enter your registered email, set a new password, then log in.

Check Stock: make sure that product has a batch with valid quantity for your store. Add or update if missing.

You entered more than available (packs × U + loose). Reduce the quantity or select another batch.

Including GST (default) means price already contains tax. Add GST adds the slab (0/5/12/18/28%) on top of rate for that line.

Enter amounts in Cash ₹ and Online ₹. The mode switches to Mixed automatically.

Open Invoice Center, search by date or number, open the bill, then Print.

Yes—choose Unpaid in Mode and save. Record the payment later when received.

In Quick Issue/Billing, the app can auto-fill Grand Total into Cash ₹ to speed up checkout. You can override it anytime.

If a batch has no loose price, the app uses pack price ÷ units per pack. Update the batch if you want a custom loose rate.

Use the page’s Back in the header or your browser’s Back. If this opened in a new tab, the header button takes you to the previous module or parent folder.
© MediMate — For Store Staff