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Roles & people · Role manual

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.

5 min read

On this page

Welcome. This manual follows the technician’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 work under the pharmacist. You take prescriptions in and prepare them; the pharmacist reviews and supplies them. You sell the medicines your class of sale allows.

  • System role: Pharmacy Technician (pharmacy_technician).
  • What you see and what you do not: the till, prescriptions (intake), client records, medicines and stock by batch. Not the review or supply of a prescription, not releasing a held batch, not the pharmacy’s settings.

Where you start

  • Your landing screen: Customers → Till.
  • What must be on: the outlet’s licence and its pharmacist, recorded by the pharmacist; and your till opened if you take cash.
  • Working offline: general-sale medicines can be sold at the till without a connection; taking in a prescription needs one.

A day at work

  1. Sign in — Sign in — and open your till — Sell at the counter.
  2. Take in each prescription with its client and its lines, for the pharmacist to review — Record, review and supply a prescription.
  3. Receive the day’s deliveries, batch by batch with their expiry — Receive medicines by batch and expiry.
  4. Put a batch you doubt on hold and tell the pharmacist — Hold stock, record a recall, dispose of stock.
  5. If the connection drops, keep selling general-sale medicines — Sell general-sale medicines when the connection is down.
  6. Close your till at the end of the shift.

Guides you will use

Quick reference

I need to… Where Guide
Take in a prescription Customers → Prescriptions Prescriptions
Sell a general-sale medicine Customers → Till Sell at the counter
Receive a delivery Receive Receive by batch
Put a batch on hold Stock by batch → the batch Holds and recalls
Find a client Customers → Pharmacy clients Client records

When something goes wrong

  • The till refuses a medicine — its class needs a prescription or the pharmacist. Call the pharmacist; do not sell it another way.
  • You cannot supply a prescription — the pharmacist reviews and supplies; your part ends at the intake.
  • You cannot release a held batch — only the pharmacist decides that a batch may be sold again.

Getting help

  • The pharmacist reviews prescriptions, releases holds and decides on recalls.
  • The administrator fixes your account and your PIN.
  • 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.

What you can do

These are the permissions of the Pharmacy Technician role.

Area What you may do
attendance Clock in and out and take breaks at the time clock (attendance.clock)
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 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 View Retail products, variants, codes and prices (catalogue.view)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
inventory Perform and post stock counts (inventory.count) ●
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 View payments and refunds (payments.view)
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 Put a batch on hold (damaged, expired, storage, returned) (pharmacy.stock.hold)
procurement View requisitions, purchase orders and suppliers (procurement.view)
reports View reports (reports.view)
sales Create orders and take sales (sales.create)
sales View orders and sales (sales.view)
shifts View shifts and rosters (shifts.view)
stock locations View stores and warehouses (stock_locations.view)
units View units of measure (units.view)