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Roles & people · Role manual

Pharmacist

For the pharmacist in charge — classifying medicines, reviewing and supplying prescriptions, the controlled-drugs register, holds and recalls, client records and the counter.

8 min read

On this page

Welcome. This manual follows the pharmacist’s day in JupitaPos PharmacyPOS and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

You are the registered pharmacist the outlet’s licence names. The system records your decisions; it never makes them: it does not diagnose, suggest a dose or substitute a medicine.

  • System role: Pharmacist (pharmacist).
  • What you see and what you do not: medicines and their classes, stock by batch, prescriptions from intake to supply, the controlled-drugs register, recalls, client records, the till, the pharmacy’s settings and its reports. Not the owner’s billing and subscription.

Where you start

  • Your landing screen: Customers → Prescriptions.
  • What must be on: the outlet’s licence and a current registered pharmacist under Settings → Pharmacy settings — regulated supplies stay closed until both are recorded.
  • Working offline: general-sale medicines can be sold at the till without a connection; prescriptions, controlled drugs and reviews need one.

A day at work

  1. Sign in — Sign in — and check that you are the pharmacist on duty — Record the licence and the pharmacist.
  2. Review the prescriptions waiting for you and supply them — Record, review and supply a prescription.
  3. Receive deliveries by batch and expiry, or check what the technician received — Receive medicines by batch and expiry.
  4. Enter controlled-drug movements in the register as they happen — Keep the controlled-drugs register.
  5. Act on a recall or a batch that should not be sold — Hold stock, record a recall, dispose of stock.
  6. Sell at the counter between prescriptions — Sell at the counter.

Guides you will use

Quick reference

I need to… Where Guide
Review a prescription Customers → Prescriptions → the prescription Prescriptions
Change a medicine’s class Catalogue & Stock → Medicines → the medicine Medicines
Stop a batch being sold Stock by batch → the batch Holds and recalls
Record a recall Recalls Holds and recalls
See the controlled-drugs balance Controlled drugs Controlled drugs
Renew the licence details Settings → Pharmacy settings Licence and pharmacist

When something goes wrong

  • Selling or supplying is refused for the outlet — the licence is missing or past its expiry, or no registered pharmacist is current. Record them under Settings → Pharmacy settings.
  • A medicine cannot be sold at the till — its class needs a prescription or a pharmacist; supply it through a prescription.
  • A batch does not appear at the counter — it is held, recalled or expired. Release a hold only when you have decided it is safe.

Getting help

  • The owner handles the subscription, billing and other outlets.
  • The administrator fixes accounts, roles and PINs.
  • The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

  • Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
  • Storekeeper — For storekeepers and store managers — receiving deliveries, issuing and transferring stock, requisitions from the outlets, counts, waste, batches and expiry, and the stores themselves.
  • Pharmacy technician — For the technician working under the pharmacist — taking in prescriptions, receiving stock by batch and expiry, client records and selling general-sale medicines at the counter.

What you can do

These are the permissions of the Pharmacist role.

Area What you may do
approvals Approve or reject requests (manager approval) (approvals.decide) ●
approvals View approval requests (approvals.view)
attendance Clock in and out and take breaks at the time clock (attendance.clock)
audit View the audit trail (audit.view)
auth Receive a signed offline permission snapshot on an offline-enabled terminal (auth.offline)
auth Unlock, switch user and sign in with a POS PIN on an approved terminal (auth.pin)
branches View branches (branches.view)
business View business profile and settings (business.view)
cash Close a drawer and count cash (cash.close) ●
cash Record cash drops, pay-ins and pay-outs (cash.movement)
cash Open a cash drawer / declare a float (cash.open)
cash View drawer balances and cash reports (cash.view)
catalogue Create and edit Retail products, variants, packs, codes and serial numbers (catalogue.manage)
catalogue Set Retail prices, price lists and promotions (catalogue.pricing) ●
catalogue View Retail products, variants, codes and prices (catalogue.view)
customers Create and edit customers, attach them to orders (customers.manage)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
employees View the staff directory: names, photos, numbers, positions, branches, status (employees.view)
files Upload, rename, attach, version and put files in the trash (files.manage)
files See and download the business’s files (files.view)
inventory Adjust stock and record waste (inventory.adjust) ●
inventory Perform and post stock counts (inventory.count) ●
inventory Issue and transfer stock between locations (inventory.issue)
inventory Configure inventory: thresholds, issue methods, resale links, expiry write-offs (inventory.manage) ●
inventory Receive stock into a location (inventory.receive)
inventory View stock levels and movements (inventory.view)
leave Request leave and see your own balance (leave.request)
notifications Receive and view own notifications (notifications.view)
payments Take payments on orders (payments.take)
payments Confirm or fail manual and external payments against provider evidence (payments.verify)
payments View payments and refunds (payments.view)
pharmacy Record a medicine’s legal class under the market’s rules (pharmacy.classify) ●
pharmacy Supply against an approved prescription; print its labels (pharmacist) (pharmacy.dispense) ●
pharmacy Record pharmacy clients and their consents (with a recorded qualification) (pharmacy.patients.manage) ●
pharmacy View pharmacy client records (with a recorded qualification) (pharmacy.patients.view) ●
pharmacy Record and open prescriptions (with a recorded qualification) (pharmacy.prescriptions) ●
pharmacy Record, lift and follow up recalls and blocks (pharmacy.recalls) ●
pharmacy Review prescriptions: approve, refuse, refer (pharmacist) (pharmacy.review) ●
pharmacy Set the market, outlet licences and staff qualifications (pharmacy.settings) ●
pharmacy Put a batch on hold (damaged, expired, storage, returned) (pharmacy.stock.hold)
pharmacy Release held stock or decide it (with a recorded qualification) (pharmacy.stock.release) ●
procurement Approve purchase orders (procurement.approve) ●
procurement Raise requisitions and purchase orders (procurement.create)
procurement Raise, ship and resolve supplier returns (procurement.returns)
procurement Manage suppliers and price lists (procurement.suppliers)
procurement View requisitions, purchase orders and suppliers (procurement.view)
reports Export reports (PDF, XLSX, CSV) (reports.export)
reports View reports (reports.view)
roles Assign roles and permission overrides to users (roles.assign) ●
sales Create orders and take sales (sales.create)
sales Refund a settled sale (sales.refund) ●
sales View orders and sales (sales.view)
sales Void items or orders (sales.void) ●
settings View settings (settings.view)
shifts View shifts and rosters (shifts.view)
stock locations View stores and warehouses (stock_locations.view)
sync Resolve offline sync conflicts (acknowledge, retry, discard) (sync.resolve) ●
sync View offline sync status: terminals, pending events, sync runs and conflicts (sync.view)
terminals Edit terminal settings, printers and paired devices (terminals.manage) ●
terminals View terminals and devices (terminals.view)
units View units of measure (units.view)
users Create and edit user accounts (users.manage) ●