Question 1

What is PharmTraq and who is it built for?

Accepted Answer

PharmTraq is pharmacy operations software for independent pharmacies, growing multi-branch pharmacies, and larger pharmacy groups that need one workflow for sales, inventory, procurement, prescriptions, and reporting.

Question 2

How long does onboarding take?

Accepted Answer

Most teams can complete initial setup in minutes. A typical setup includes creating your account, adding location details, inviting core staff, and loading your first products before daily use.

Question 3

What do I need before setting up my first location?

Accepted Answer

Prepare your pharmacy details, user roles, and a basic product list with prices and barcodes where available. You can add suppliers and reorder rules after your first setup is complete.

Question 4

Can I use PharmTraq on mobile, tablet, and desktop?

Accepted Answer

Yes. PharmTraq runs in modern web browsers and is usable across desktop and tablet, with mobile access for common workflows and monitoring.

Question 5

Do I need to install anything before using PharmTraq?

Accepted Answer

No local installation is required for standard use. PharmTraq is a web app, so your team signs in through a supported browser.

Question 6

How do I create my account and verify my email?

Accepted Answer

Sign up from the registration page, then confirm your email from the verification message. After verification, you can continue onboarding and set up your pharmacy workspace.

Question 7

How do I invite team members to my pharmacy workspace?

Accepted Answer

Go to Settings, open the Invite tab, and send invitations to staff by email. Invited users join your workspace with the role you assign.

Question 8

What roles can I assign to staff?

Accepted Answer

You can assign role-based access so each staff member gets only the permissions needed for their responsibilities, such as sales, inventory, procurement, reports, or settings.

Question 9

How do custom permissions work in PharmTraq?

Accepted Answer

Custom permissions let managers control which actions each role can perform across modules. This helps you enforce least-privilege access and maintain accountability.

Question 10

What should I do if I forget my password?

Accepted Answer

Use the Forgot Password flow on the login page to request a reset link, then create a new password and sign back into your account.

Question 11

How do I process a standard sale?

Accepted Answer

Open Sell Items in POS, add products by search or scan, confirm quantity and price, then complete payment. PharmTraq updates stock and records the transaction automatically.

Question 12

Can I scan barcodes at checkout?

Accepted Answer

Yes. PharmTraq supports barcode-driven item lookup in POS to speed checkout and reduce manual entry errors.

Question 13

Can I accept multiple payment methods in one transaction?

Accepted Answer

Yes. You can capture payment mix for transactions where customers split payment across methods, and the payment breakdown is reflected in sales reporting.

Question 14

How do returns and refunds work?

Accepted Answer

Use Returns and Refunds to process eligible return lines from prior invoices. PharmTraq records the refund and updates stock and transaction history accordingly.

Question 15

What are register sessions and why do they matter?

Accepted Answer

Register sessions track shift opening and closing activity so you can reconcile cash movement, monitor cashier accountability, and review shift-level sales summaries.

Question 16

Can I track sales performance by cashier or shift?

Accepted Answer

Yes. Sales records include operational details that support cashier and shift-based performance reviews through your reports and daily summaries.

Question 17

How do I record a new prescription?

Accepted Answer

Go to Prescriptions intake, enter prescription details, validate required fields, and save. The item then follows your configured review and fulfillment workflow.

Question 18

Can prescriptions require approval before dispensing?

Accepted Answer

Yes. PharmTraq supports prescription workflows where review or approval steps are required before final fulfillment, based on role permissions and process setup.

Question 19

Can I edit or cancel a prescription after it is saved?

Accepted Answer

Prescription records can be managed from the prescription workflow, with allowed actions depending on the current status and your assigned permissions.

Question 20

Is prescription activity included in reporting and history logs?

Accepted Answer

Yes. Prescription-linked activity contributes to operational visibility, and important actions are traceable through your reporting and audit-ready records.

Question 21

How do I add products to the catalog?

Accepted Answer

Open Product Catalog and create product records with key details such as name, SKU, barcode, pricing, and relevant inventory controls.

Question 22

Can I track batch numbers and expiry dates?

Accepted Answer

Yes. PharmTraq tracks stock by batch, including batch number and expiry information, so you can monitor product aging and compliance-sensitive inventory.

Question 23

How does stock update after sales, refunds, and goods receipts?

Accepted Answer

Stock is adjusted as transactions are recorded. Sales reduce on-hand quantity, refunds restore eligible stock, and goods receipts increase stock based on received batches.

Question 24

How do stock adjustments and stock counts work?

Accepted Answer

PharmTraq supports controlled stock adjustments to correct variances from count exercises, damaged items, or operational corrections, with traceable records.

Question 25

Can I configure reorder levels for low-stock products?

Accepted Answer

Yes. You can set reorder thresholds so PharmTraq can surface replenishment needs and support proactive purchasing.

Question 26

How can I identify fast-moving and slow-moving products?

Accepted Answer

Use the Fast and Slow Products report to compare movement trends, optimize shelf strategy, and reduce overstock on slow-moving items.

Question 27

How do reorder suggestions work?

Accepted Answer

Reorder Suggestions analyze stock position against configured levels and help prioritize products that need replenishment.

Question 28

How do I create a purchase order (PO)?

Accepted Answer

From Purchase Orders, create a PO by selecting supplier, products, quantities, and terms. You can then track the order through its lifecycle.

Question 29

Can I track purchase order status from draft to completion?

Accepted Answer

Yes. PO status tracking supports visibility from creation through fulfillment, including progress toward complete receipt.

Question 30

How do I receive stock using goods receipt (GRN)?

Accepted Answer

Open Receive Stock (GRN), select the related purchase order, enter delivered quantities and batch details, then submit to update inventory.

Question 31

Can I receive partial deliveries and outstanding balances?

Accepted Answer

Yes. PharmTraq supports partial receipts so outstanding PO quantities remain visible until fully received or closed.

Question 32

Which reports are available out of the box?

Accepted Answer

Core reports include Daily Sales, Expiry Watch, Stock Value, Fast and Slow Products, Audit Log, and Controlled Drug Register.

Question 33

Can I export reports to PDF or Excel?

Accepted Answer

Export options are available in plans that include advanced reporting exports. Your available export formats depend on your active plan features.

Question 34

What is included in the daily sales summary report?

Accepted Answer

The report summarizes daily revenue and payment mix, helping teams reconcile sales activity and monitor performance at operational level.

Question 35

How does Expiry Watch help reduce waste?

Accepted Answer

Expiry Watch flags items approaching expiry so teams can prioritize sell-through, transfer, or other interventions before products expire.

Question 36

How is stock valuation calculated?

Accepted Answer

Stock valuation is derived from current on-hand inventory records and associated product cost data to provide a live view of inventory value.

Question 37

Does PharmTraq support controlled drug register reporting?

Accepted Answer

Yes. PharmTraq includes controlled drug register reporting for compliance-focused operations, with availability based on plan features.

Question 38

What information is captured in the audit log?

Accepted Answer

Audit logs capture key who, what, and when details for tracked actions, helping teams review operational changes and support audits.

Question 39

How long are audit records retained?

Accepted Answer

Retention depends on plan: Starter includes 30 days, Professional 90 days, Business 365 days, and Enterprise supports extended retention.

Question 40

What is included in Starter, Professional, and Business plans?

Accepted Answer

Starter covers core operations for smaller teams, Professional adds advanced inventory and permissions, and Business adds multi-location support, advanced analytics, and expanded compliance features.

Question 41

Is there a free trial before paid billing starts?

Accepted Answer

Yes. New accounts start with a 30-day Professional trial so teams can evaluate PharmTraq workflows before moving to a paid plan.

Question 42

Can I upgrade or downgrade my plan later?

Accepted Answer

Yes. You can move between supported plans as your operational needs change, with updated limits and features applied to your workspace.

Question 43

How does Enterprise pricing and onboarding work?

Accepted Answer

Enterprise is handled through sales engagement for custom commercial terms, rollout planning, and larger deployment requirements such as multi-location governance.

Question 44

How do I contact PharmTraq support?

Accepted Answer

You can reach the team through the contact page and support channels listed in your workspace for account, billing, and operational questions.

Question 45

Where can my team access training and in-app help?

Accepted Answer

Teams can use the Help area inside the app for guided prompts and workflow assistance, and can also request onboarding support through contact channels.

Frequently Asked Questions