> ## 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.
# Medical Retail
> Complete guide to running a medical retail business on Bizaxl - inventory, batch and expiry tracking, point of sale, purchasing, billing, and GST compliance.
Bizaxl Medical Retail gives your pharmacy, medical store, or healthcare products outlet the tools to manage every part of the business from a single platform. From the moment you order medicines from a distributor to the moment a customer walks out with their purchase, every step is tracked, connected, and auditable.
***
## What This System Does
A medical retail business deals with challenges that ordinary retail does not face: medicines expire, batches must be traced, licences apply, and tax compliance is strict. Getting any of these wrong has real consequences - for your customers, your business, and regulatory compliance.
Bizaxl Medical Retail handles all of this in one place:
* **Batch and expiry tracking** - every medicine is tracked by batch number and expiry date so you always know what is nearing expiry and what is safe to sell
* **Inventory control** - real-time stock counts across your store and back office, with reorder alerts before you run out
* **Point of Sale** - fast, accurate billing at the counter with support for cash, card, and digital payments
* **Purchasing** - full purchase cycle from raising a purchase order to recording the invoice
* **Financial accounting** - sales, purchases, payments, and tax filings in one integrated system
* **GST compliance** - built-in support for Indian GST, e-invoicing, and e-waybills
***
## Who Works in This System
| Role | What They Do |
| -------------------------------- | -------------------------------------------------------------------------- |
| **Pharmacist / Counter Staff** | Sell medicines at the POS counter, check stock, advise customers |
| **Store Manager** | Oversee daily operations, approve purchase orders, monitor stock and sales |
| **Inventory / Warehouse Staff** | Receive goods, update stock, manage expiry, run stock entries |
| **Purchase / Procurement Staff** | Raise purchase orders, coordinate with distributors, record receipts |
| **Accounts Staff** | Process purchase invoices, record payments, handle GST filings |
| **Business Owner / Management** | Monitor reports, review margins, track financial performance |
***
## Business Challenges This Solves
**Expiry waste.** Medicines that expire on your shelf are a direct financial loss. Without systematic expiry tracking, staff have no reliable way to move near-expiry stock first (FEFO - First Expiry, First Out). Bizaxl tracks expiry date at the batch level for every product.
**Batch traceability.** If a batch recall is announced by a manufacturer, you need to know exactly which customers received that batch. Manual records cannot support this. Bizaxl keeps a full audit trail from supplier batch to sale.
**Stockouts on critical medicines.** Running out of a prescribed medicine damages customer trust and sends them to a competitor. Reorder level alerts ensure your purchasing team is notified before stock runs out.
**GST complexity.** Medical products carry different GST rates - some are exempt, some at 5%, some at 12%. Applying these correctly at the point of sale and reconciling them for GSTR filing is error-prone without automation. Bizaxl handles this with preconfigured tax templates.
**Cash and payment reconciliation.** POS sessions must be closed and reconciled at the end of each day. Without a structured process, cash discrepancies go unresolved and entries remain inaccurate.
**Supplier payment management.** Distributors extend credit terms. Tracking which invoices are due when - across multiple suppliers - requires a payables system, not a spreadsheet.
***
## How the System Is Organised
Your Bizaxl system is divided into workspaces - dedicated areas for each part of the business:
| Workspace | What You Do There |
| ----------------- | ----------------------------------------------------------------------------- |
| **Stock** | Manage your product catalogue, track inventory levels, record stock movements |
| **Selling** | Handle customer sales orders, delivery notes, and sales invoices |
| **Buying** | Raise purchase orders, record receipts, process supplier invoices |
| **Accounting** | Record payments, reconcile accounts, manage cash flow |
| **GST India** | File GST returns, manage e-invoices and e-waybills, review compliance |
| **Point of Sale** | Run the billing counter, collect payments, close daily sessions |
***
## Business Lifecycle
You identify the distributor or supplier for the medicines you stock.
A purchase order is raised for the required items.
Goods arrive and are booked in through a Purchase Receipt.
Each batch and its expiry date are recorded for traceability.
Inventory levels update to reflect the received goods.
Items become available to sell at the counter or by order.
A customer buys at the counter (POS) or places an order (Sales Order).
Payment is collected and recorded against the sale.
A GST-compliant sales invoice is generated for the purchase.
Stock is reduced with the specific batch tracked.
If a return is needed, it is processed, stock is restocked, and a refund is issued.
The supplier invoice is recorded and payment is processed.
GST returns (GSTR-1, GSTR-3B) are filed for the period.
Financial reports are produced and reviewed by management.
***
## Key Records
These are the core records you will work with every day:
| Record | What It Is |
| -------------------- | ---------------------------------------------------------------- |
| **Item** | A medicine or medical product in your catalogue |
| **Batch** | A specific manufacturing batch of an item with its expiry date |
| **Warehouse** | A physical storage location (store, back room, cold storage) |
| **Customer** | A person or institution who buys from you |
| **Supplier** | A distributor or manufacturer you purchase from |
| **POS Invoice** | A sales bill raised at the billing counter |
| **Sales Invoice** | A formal sales bill (for orders or institutional sales) |
| **Purchase Order** | An order you raise with a supplier |
| **Purchase Invoice** | A bill you receive from a supplier |
| **Payment Entry** | A record of money received from a customer or paid to a supplier |
***
## Next Steps
See every feature in one place with a quick summary of what each one does.
Learn the workspace layout, navigation, and how to find what you need fast.
Set up your product list with batch tracking, expiry, and pricing.
Run the billing counter and process customer payments.