Welcome. This page walks you through everything you need to do on day one — sign-up, onboarding, adding your first products, ringing your first sale, and inviting your team. Follow it top-to-bottom and you'll be live in about 10 minutes.

You get a 7-day free trial with every feature unlocked and no card required. When it ends, staff are gated to Billing-only until an owner activates a plan — your data is safe.

1. Create your account

Sign up with email + password, or Google. If you sign up by email, we send a verification link — click it before signing in. Password resets go to the same email and expire in 30 minutes.

2. Complete onboarding (5 steps)

The wizard captures the minimum we need to legally issue an invoice on your behalf:

Pharmacy name & brand — appears on every invoice, PDF, and email.
Country & currency — controls GST fields, tax rounding, and the currency symbol everywhere.
Tax details — GSTIN (India), Drug Licence numbers, and any state-specific ID.
Scale — outlets and staff count. This only picks reasonable defaults; you can change everything later.
Confirmation — review and click Finish setup.

Everything captured here lives in Settings → Pharmacy and can be edited any time.

3. Add your first products

Two ways in, both from Inventory → Catalog:

Manual — click Add product. Fill in name, SKU (optional, auto-suggested), MRP, sale price, GST rate, HSN code, and pack info. Add at least one batch with expiry and opening stock.
Bulk import — click Import products, drop a CSV or Excel. We preview the first 20 rows with per-row validation flags (duplicate SKU, invalid GST, expired batch) before you commit. Toggle Upsert mode to refresh MRP/stock on existing SKUs.

If you re-upload an SKU you previously archived, PharmaPOS detects it and offers Restore instead of failing on the unique constraint — no duplicates, no data loss.

4. Ring your first sale

Open Billing. From the empty terminal:

Scan a barcode, or press F2 and type the first 3 letters of the product.
Confirm quantity (defaults to 1). PharmaPOS auto-picks the batch with the earliest expiry (FEFO).
Press F4 to attach a customer (optional but required for GST invoices > ₹200).
Press F9. Pick tender — Cash, UPI, Card, or a split. Save & print, or save only.

5. Invite your team

Under Settings → Team, click Invite member, enter an email, pick a role. They get a branded email with a one-tap accept link. Roles are enforced server-side by every function — the UI just hides what a role can't do.

What to do after day one

Upload your logo in Settings → Pharmacy — it appears on invoices and emails.
Add your suppliers before recording purchases.
Set reorder levels per product to unlock the low-stock report.
Turn on login notifications in Settings → Security & devices.