Medexra Rx Medical Store Help
Dashboard Purchase Entry Billing Reports Center

Medexra Rx Medical Store Help

This page explains how a medical store can use Medexra Rx for daily pharmacy work. It covers billing, purchase entry, stock, batch, expiry, customer due, supplier records, GST summary, reports and day closing in simple shop language.

Medical Store Daily Flow

Daily rule: Add stock → Create bill → Check reports → Close day

Use Purchase Entry when medicines come from supplier. Use Billing for every customer sale. Use Reports Center and Day Closing to check sales, payment mode, customer due, expenses, GST and closing balance.

Daily Flow Billing Purchase Stock & Expiry All Pages
Step 1
Purchase Entry
Add supplier bill, medicine, batch, expiry, quantity, purchase rate and MRP.
Step 2
Billing
Create customer bills, select payment mode and print the bill.
Step 3
Stock & Expiry
Check available stock, low stock, batch and near-expiry medicines.
Step 4
Reports
Check sales, purchase, customer due, GST and closing summary.
Daily Shop Flow

How to use Medexra Rx daily

Follow this simple order every day to keep billing, stock and reports accurate.

1. When new stock comes Open Purchase Entry. Enter supplier name, invoice number, medicine name, batch, expiry, quantity, purchase rate, MRP and GST if applicable. After saving, stock becomes available for billing.
2. When customer buys medicine Open Billing. Search medicine by name or barcode, select correct batch, enter quantity, choose payment mode and save the bill.
3. When customer takes medicine on credit Select or create the customer, add medicines, choose Credit/Due and save the bill. The pending amount appears in Customer Ledger.
4. Before closing the shop Open Reports Center or Day Closing. Check cash, UPI, card, credit, expenses, customer due and closing balance.
Purchase → Billing → Stock Check → Reports → Closing

First-time setup

Before regular billing, complete these basic settings.

1. Add shop details Open Settings and add shop name, phone number, address, GST details and bill print details.
2. Add suppliers Add supplier or distributor details so purchases and supplier ledger remain clear.
3. Add opening stock Add current medicines through Purchase Entry or stock entry with batch, expiry, quantity and MRP.
4. Check printer and bill format Confirm bill size, shop details and print layout before starting regular billing.

Watch help video

Click once and the help video opens in a new tab.

Open Help Video on YouTube
Watch the basic workflow of Purchase Entry, Billing and Reports Center.
Best start Start with Purchase Entry and Billing first.
Best habit Check reports before closing the shop every day.
Best rule Enter purchase correctly so billing and stock remain accurate.
Page 1 • Fast Billing / POS

How to create a medicine bill

Billing is used for customer sales at the counter.

Billing steps
1. Open Billing pageUse Billing whenever a customer buys medicine.
2. Add customer detailEnter customer name and mobile number, or continue as walk-in customer if customer details are not needed.
3. Search medicineType medicine name or scan barcode if available.
4. Select correct batchCheck medicine name, batch, expiry, MRP and available stock.
5. Enter quantityEnter exact quantity and add discount if required.
6. Select payment modeChoose Cash, UPI, Card or Credit/Due.
7. Save and printSave the bill and print customer bill if needed.
After bill is saved
  • Sale record is created.
  • Bill total is calculated.
  • Sold quantity reduces from stock.
  • Payment mode is recorded.
  • Credit/Due bill updates customer pending amount.
  • Bill appears in sales report.
Page 2 • Purchase Entry

How to add medicine stock

Use Purchase Entry when medicines come from supplier or distributor.

Purchase details to enter
  • Supplier name — supplier or distributor name
  • Invoice number — supplier bill number
  • Invoice date — date on supplier bill
  • Medicine name — exact product name
  • Company — medicine company name
  • Pack — strip / bottle / box / size
  • Batch number — important for stock and expiry
  • Expiry — month and year of expiry
  • Quantity — received stock quantity
  • Purchase rate — buying price
  • MRP — maximum selling price
  • GST — GST rate if applicable
Purchase saving flow
Step 1Open Purchase Entry.
Step 2Fill supplier bill details.
Step 3Add medicines one by one.
Step 4Check batch, expiry, quantity, purchase rate and MRP.
Step 5Save purchase. Stock is added automatically.
Page 3 • Stock & Expiry

How to manage stock and expiry

Use stock and expiry pages to reduce shortage, wrong billing and expiry loss.

Medicine Stock Check all medicines with available quantity, batch, expiry, MRP and purchase rate.
Low Stock Find medicines that are about to finish and need reorder.
Expiry Alerts Check expired, this-month expiry and near-expiry medicines.
Stock Reconciliation Match physical shelf stock with software stock and adjust difference.
Purchase Suggestion Check which medicines may need to be ordered again.
Shortbook Note medicine demand when customer asks for unavailable medicine.
Page 4 • Reports Center

How to check sales and business reports

Reports Center is used to check daily and monthly business numbers.

Reports to check
  • Total sales — total sale amount.
  • Cash / UPI / Card / Credit — payment split.
  • Profit — estimated profit from sold items.
  • Purchase report — stock purchased from suppliers.
  • Stock report — available medicines and quantity.
  • Customer due — pending amount from customers.
  • GST summary — GST-wise sale and purchase summary.
Best timing
DailyCheck sales, payment split, credit and closing balance.
WeeklyCheck fast-moving medicines, low stock and due payments.
MonthlyCheck sales, purchase, expenses, due, GST and overall business performance.
All Pages Help

Use of each page

Simple explanation of important Medexra Rx pages for medical store work.

Dashboard

Main home page to open billing, purchase, stock, reports and settings.

Live Dashboard

Shows today sale, stock items, low stock, expiring stock and customer due.

Fast Billing / POS

Create customer bills, search medicines, scan barcode, select payment mode and print bill.

Hold Bill / Quotation

Save estimate or pending bill and convert it to sale later.

Customers

Save customer name, mobile, address, doctor name, credit limit and opening due.

Customer Ledger

View customer bills, payments received and pending balance.

Sales Return

Record medicine returned by customer and adjust sale/stock.

Bill Cancel / Edit

Correct or cancel a wrong bill with reason.

Purchase Entry

Add supplier purchase bills and update medicine stock with batch and expiry.

Purchase Order / Gate Inward

Create supplier order and receive stock when goods arrive.

Purchase Return

Return expired, damaged or wrong medicines to supplier.

Purchase Suggestion

See medicines that may need reorder based on stock or demand.

Medicine Stock

Check all available medicines with quantity, batch, expiry, MRP and purchase rate.

Stock Reconciliation

Compare physical stock with software stock and adjust difference.

Expiry Alerts

Find expired and near-expiry medicines to reduce loss.

Medicine Master

Maintain medicine name, company, composition, GST, HSN, pack and MRP details.

Suppliers / Distributors

Save supplier name, mobile, address, GST number and balance details.

Supplier Ledger

View supplier purchases, payments, returns and remaining balance.

Receipt Voucher

Record payment received from customer against due amount.

Payment Voucher

Record payment given to supplier or other party.

Expense Entry

Enter shop expenses like rent, salary, electricity, transport and repair.

Day Closing

Check sales, receipts, payments, expenses, opening cash and closing cash.

Doctor Master

Save doctor name, clinic, speciality and doctor-wise reference.

Shortbook

Note unavailable medicine demand asked by customers.

GST Summary

View sale GST, purchase GST, taxable amount and GST rate-wise summary.

Store Vitals

View store health, expiry risk, low stock risk, due risk and sales score.

Profit Report

Check estimated profit based on purchase rate and sale amount.

Backup / Restore

Download backup and restore old backup when needed.

Audit Log

Check important actions like bill changes, stock changes and user activity.

User Access

Manage user permissions for billing, reports, purchase and settings.

Settings

Set shop details, bill details, GST mode and printer settings.

Financial Year / Session

Manage year-wise business records.

Subscription

View plan, trial, payment status and account access status.

Common mistakes to avoid

Wrong quantityAlways check quantity before saving purchase or bill.
Wrong medicineAlways confirm correct medicine name before billing.
Wrong batchDo not mix different batches carelessly.
Wrong expiryEnter expiry carefully when adding stock.
Skipping purchase entryIf stock is not added first, stock and billing can become incorrect.
Wrong payment modeSelect Cash, UPI, Card or Credit correctly before saving bill.

Common questions

Q. Which page should be opened first?A. If new stock came, open Purchase Entry first. Otherwise start with Billing.
Q. Which page is used most?A. Billing page is used most because daily sales happen there.
Q. When should Reports Center be checked?A. Best time is before closing the shop.
Q. How to manage customer due?A. Save the bill as Credit/Due, then check Customer Ledger and record receipt when payment is received.
Q. How to reduce expiry loss?A. Open Expiry Alerts regularly and check expired and near-expiry medicines.
Q. What is the easiest rule to remember?A. Add stock → Sell medicine → Check report → Close day.

Final simple answer

Medexra Rx = Billing + Stock + Expiry + Due + Reports
This help page is for medical store daily software usage. Start with Purchase Entry and Billing, then use Reports Center, Stock, Expiry Alerts, Customer Ledger and Day Closing as needed.