> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Feature Overview

> A complete catalogue of every feature available in Bizaxl Medical Retail, with purpose, primary users, and how features connect.

This page gives you a bird's-eye view of every feature in the system. Use it to understand what is available and how different parts of the business connect.

***

## Feature Catalogue

### Inventory & Stock Management

| Feature                     | What It Does                                                                                                            | Primary Users                  |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------- | ------------------------------ |
| **Items Catalogue**         | Maintain the list of all medicines and medical products, with batch settings, expiry flags, reorder levels, and pricing | Store Manager, Inventory Staff |
| **Warehouse Management**    | Define and manage storage locations - main store, back room, cold storage - and organise stock within them              | Store Manager, Inventory Staff |
| **Batch & Expiry Tracking** | Record every product by batch number and expiry date; identify near-expiry stock; support FEFO dispensing               | Pharmacist, Inventory Staff    |
| **Material Request**        | Raise an internal request for stock replenishment when levels are low                                                   | Inventory Staff, Store Manager |
| **Stock Entry**             | Record internal stock movements - goods received, transfers between locations, adjustments, write-offs                  | Inventory Staff                |
| **Stock Reconciliation**    | Compare system stock counts against physical counts and correct discrepancies                                           | Store Manager, Accounts        |
| **Serial & Batch Bundle**   | Group batch/serial records for efficient tracking of high-value medical devices                                         | Inventory Staff                |

***

### Purchasing (Procurement)

| Feature                 | What It Does                                                                   | Primary Users                    |
| ----------------------- | ------------------------------------------------------------------------------ | -------------------------------- |
| **Supplier Management** | Maintain records of all distributors, manufacturers, and vendors               | Procurement Staff, Store Manager |
| **Purchase Order**      | Raise a formal order to a supplier for medicines or supplies                   | Procurement Staff, Store Manager |
| **Purchase Receipt**    | Record goods received from a supplier - updates stock and records batch/expiry | Inventory Staff, Pharmacist      |
| **Purchase Invoice**    | Record the supplier's bill and match it to the purchase order and receipt      | Accounts Staff                   |
| **Landed Cost Voucher** | Add freight, insurance, or handling costs to the value of received stock       | Accounts Staff                   |

***

### Sales & Counter Operations

| Feature                     | What It Does                                                                       | Primary Users                |
| --------------------------- | ---------------------------------------------------------------------------------- | ---------------------------- |
| **Point of Sale (POS)**     | Run the billing counter - scan items, collect payments, print receipts             | Pharmacist, Counter Staff    |
| **POS Profile**             | Configure each billing terminal - payment modes, linked accounts, item groups      | Store Manager                |
| **POS Opening Entry**       | Open a daily POS session with a starting cash balance                              | Counter Staff                |
| **POS Closing Entry**       | Close the daily session, reconcile cash collected, and submit the session          | Counter Staff, Store Manager |
| **Customer Management**     | Maintain customer profiles, purchase history, loyalty programme, and credit limits | Counter Staff, Store Manager |
| **Sales Order**             | Create a formal order for institutional or bulk customers (hospitals, clinics)     | Sales Staff, Store Manager   |
| **Delivery Note**           | Record the dispatch of goods against a sales order                                 | Inventory Staff              |
| **Sales Invoice**           | Raise a formal sales bill with line items, taxes, and payment details              | Counter Staff, Accounts      |
| **Payment Entry (Receive)** | Record payments received from customers                                            | Accounts Staff               |

***

### Financial Accounting

| Feature                         | What It Does                                                                 | Primary Users  |
| ------------------------------- | ---------------------------------------------------------------------------- | -------------- |
| **Payment Entry**               | Record all payments - money received from customers, money paid to suppliers | Accounts Staff |
| **Journal Entry**               | Make manual accounting adjustments, expense entries, and write-offs          | Accounts Staff |
| **Purchase Invoice (Payables)** | Track what you owe to each supplier and when it is due                       | Accounts Staff |
| **Sales Invoice (Receivables)** | Track what customers owe you for credit sales                                | Accounts Staff |
| **Bank Reconciliation**         | Match your bank statement entries to payment records in the system           | Accounts Staff |
| **Chart of Accounts**           | The full list of accounts used in financial reporting                        | Accounts Staff |

***

### GST & Tax Compliance

| Feature                     | What It Does                                                                | Primary Users                 |
| --------------------------- | --------------------------------------------------------------------------- | ----------------------------- |
| **GST Settings**            | Configure your GSTIN, tax rates, and e-invoice/e-waybill settings           | Accounts Staff, Administrator |
| **HSN Codes**               | Assign Harmonised System of Nomenclature codes to each product for GST      | Accounts Staff                |
| **GSTR-1**                  | Generate and review your monthly outward sales GST return                   | Accounts Staff                |
| **GSTR-3B**                 | Generate your monthly summary return for payment of GST                     | Accounts Staff                |
| **e-Invoice**               | Automatically generate IRN (Invoice Reference Number) for eligible invoices | Accounts Staff                |
| **e-Waybill**               | Generate e-waybills for goods in transit above the threshold value          | Accounts Staff                |
| **Purchase Reconciliation** | Match purchase records against supplier GSTR-2A data                        | Accounts Staff                |

***

### Reporting & Analytics

| Feature                        | What It Does                                        | Primary Users       |
| ------------------------------ | --------------------------------------------------- | ------------------- |
| **Stock Balance**              | Current stock quantity for every item and warehouse | All Staff           |
| **Batch Item Expiry Status**   | List all batches nearing or past expiry             | Pharmacist, Manager |
| **Stock Ledger**               | Full history of every stock movement for an item    | Inventory Staff     |
| **Sales Register**             | Summary of all sales invoices in a period           | Accounts Staff      |
| **Purchase Register**          | Summary of all purchase invoices in a period        | Accounts Staff      |
| **Gross Profit**               | Margin analysis by item or item group               | Management          |
| **Accounts Receivable**        | Outstanding amounts owed by customers               | Accounts Staff      |
| **Accounts Payable**           | Outstanding amounts owed to suppliers               | Accounts Staff      |
| **General Ledger**             | Full financial transaction history                  | Accounts Staff      |
| **Trial Balance**              | Summary of all account balances                     | Accounts Staff      |
| **Profit and Loss**            | Revenue vs. expenses for any date range             | Management          |
| **Item-wise Sales History**    | Sales performance by individual product             | Management, Sales   |
| **Item-wise Purchase History** | Purchase history by product and supplier            | Procurement         |
| **Stock Ageing**               | How long stock has been sitting in each warehouse   | Inventory Staff     |

***

## How Features Connect

Understanding how records flow from one feature to the next helps you use the system correctly.

### Purchasing Flow

```mermaid theme={null}
%%{init: {'theme':'base','themeVariables':{'fontFamily':'DM Sans','primaryColor':'#e7fdf6','primaryBorderColor':'#14f1b1','primaryTextColor':'#0f172a','lineColor':'#14f1b1'}}}%%
flowchart LR
  SU[Supplier<br/>master] --> PO[Purchase Order<br/>sent to supplier]
  PO --> PC[Purchase Receipt<br/>goods received, stock updated<br/>batch/expiry recorded]
  PC --> PI[Purchase Invoice<br/>supplier bill recorded]
  PI --> PE[Payment Entry<br/>payment made to supplier]
```

### Sales Flow (POS)

```mermaid theme={null}
%%{init: {'theme':'base','themeVariables':{'fontFamily':'DM Sans','primaryColor':'#e7fdf6','primaryBorderColor':'#14f1b1','primaryTextColor':'#0f172a','lineColor':'#14f1b1'}}}%%
flowchart LR
  CU[Customer<br/>walk-in or registered] --> PO[POS Opening Entry<br/>start of day]
  PO --> PI[POS Invoice<br/>sale at counter, payment collected]
  PI --> PC[POS Closing Entry<br/>end of day, cash reconciled]
  PC --> SI[Sales Invoice<br/>invoices consolidated for accounting]
```

### Sales Flow (Institutional / Bulk)

```mermaid theme={null}
%%{init: {'theme':'base','themeVariables':{'fontFamily':'DM Sans','primaryColor':'#e7fdf6','primaryBorderColor':'#14f1b1','primaryTextColor':'#0f172a','lineColor':'#14f1b1'}}}%%
flowchart LR
  CU[Customer<br/>master] --> SO[Sales Order<br/>confirmed order]
  SO --> DN[Delivery Note<br/>goods dispatched]
  DN --> SI[Sales Invoice<br/>bill raised]
  SI --> PE[Payment Entry<br/>payment received]
```

### Inventory Replenishment Flow

```mermaid theme={null}
%%{init: {'theme':'base','themeVariables':{'fontFamily':'DM Sans','primaryColor':'#e7fdf6','primaryBorderColor':'#14f1b1','primaryTextColor':'#0f172a','lineColor':'#14f1b1'}}}%%
flowchart LR
  SL[Stock drops below reorder level] --> MR[Material Request<br/>replenishment requested]
  MR --> PO[Purchase Order<br/>raised to supplier]
  PO --> PR[Purchase Receipt<br/>goods arrive, stock updated]
```

***

## Status Flows at a Glance

| Record               | Key Statuses                                        |
| -------------------- | --------------------------------------------------- |
| **Material Request** | Draft → Submitted → Ordered → Received              |
| **Purchase Order**   | Draft → Submitted → To Receive and Bill → Completed |
| **Purchase Receipt** | Draft → Submitted → To Bill → Completed             |
| **Purchase Invoice** | Draft → Submitted → Unpaid → Paid                   |
| **Sales Order**      | Draft → Submitted → To Deliver and Bill → Completed |
| **Delivery Note**    | Draft → Submitted → To Bill → Completed             |
| **Sales Invoice**    | Draft → Submitted → Unpaid → Paid                   |
| **POS Invoice**      | Draft → Paid                                        |
| **Payment Entry**    | Draft → Submitted                                   |