> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review pharmacy sales

> Read the pharmacy unit's takings, find a past counter sale, reprint its receipt, and amend or reverse it.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Pharmacy staff; amending and voiding are for leads" note="Needs the In-house pharmacy care area" />

**Sales** is the record of everything the pharmacy counter has rung up: what came in, what sold, who still owes, and every individual transaction with its receipt. It is where a shift is checked and a customer query is answered.

<Path steps={['Sidebar', 'Pharmacy', 'Sales']} />

<TaskHeader before="At least one completed counter sale" time="A minute to find a sale" after="The transaction on screen, with its receipt reprinted or amended" />

## What you're looking at

The heading reads **Sales Dashboard** — "Track and analyze your pharmacy sales performance". Three controls sit beside it: a period picker offering **Today**, **Last 7 Days**, **This Month** and **All Time**; **Debtors**, which opens what is still owed; and **New Sale**, which takes you to the [till](/hospital/pharmacy/pos).

Four tabs:

| Tab              | What it holds                                             |
| ---------------- | --------------------------------------------------------- |
| **Overview**     | The money picture for the chosen period                   |
| **Recent Sales** | **Sales History** — every transaction, searchable         |
| **Products**     | What actually sold, by line                               |
| **Analytics**    | Daily comparison, revenue trend and a performance summary |

**Overview** leads with four tiles — **Total Revenue**, **Total Sales**, **Avg Sale Value** and **Items Sold** — then a **Net position** card: "Revenue less cost of goods and expenses, for the selected period", broken into **Revenue**, **Cost of goods**, **Expenses**, **Loss (expired/damaged)** and **Net**. Below sit **Sales Trend**, **Payment Methods** and **Recent Sales**. A quiet period reads **No sales found for this period**.

**Sales History** on the **Recent Sales** tab is the table you will use most. It searches with "Search or scan receipt..." — a camera button beside it scans a printed receipt barcode when the till has no hardware scanner — and filters by **All Status**, **Completed**, **Pending**, **Cancelled** or **Refunded**. The columns are **Sale #**, **Date & Time**, **Customer**, **Items**, **Payment**, **Amount** and **Status**. A sale with no named buyer shows **Walk-in**.

**Empty state.** With nothing matching you get **No sales found** and **Try adjusting your search or filter criteria** — check the period picker and the status filter before concluding the till took nothing.

## Find a sale and reprint its receipt

<Steps>
  <Step title="Set the period">
    The period picker filters everything on the page. A sale from last week will not appear while the picker says **Today**.
  </Step>

  <Step title="Search for it">
    Enter the **Sale #**, or the customer's name, in "Search or scan receipt...". If the customer brought the printed slip, scan its barcode with the camera button instead of typing.
  </Step>

  <Step title="Open the row menu">
    Select **⋯** at the end of the row.
  </Step>

  <Step title="Print or download">
    **Print Receipt** sends it to the counter's receipt printer. **Download PDF** gives you a file to email or keep.
  </Step>
</Steps>

## Amend or reverse a sale

Both actions appear only on a sale at **Completed**, and they answer different questions.

<Steps>
  <Step title="Decide which you need">
    **Edit sale** amends part of a transaction — void some units, or discount what the customer is keeping. **Return / void all** reverses the whole sale and returns the money.
  </Step>

  <Step title="Open the action">
    From the row's **⋯** menu. **Return / void all** is shown in red because it is the destructive one.
  </Step>

  <Step title="Confirm">
    The sale's status changes to **Refunded** or **Cancelled** and the stock is put back. The original transaction stays on the record — a reversal is a new entry, not an erasure.
  </Step>
</Steps>

<AuditNote action="Opening the sales record and reversing a sale" />

## Chase what is owed

**Debtors** lists customers who left with goods and an outstanding balance. Work it at the end of a shift rather than at the end of a month: a counter debt is easiest to collect while the person still remembers the transaction. Settling a debt is done at the [till](/hospital/pharmacy/pos), not on this screen.

## Who can do this

**Role** decides whether the screen opens. **Sales** needs the **In-house pharmacy** care area, and on Enterprise an owner can hide the Pharmacy group from a role under **Settings → Role Navigation**.

**Permission** decides what you may do here.

| Action                                | Who by default                      | Governed by                        |
| ------------------------------------- | ----------------------------------- | ---------------------------------- |
| Open Sales and search it              | Anyone the role navigation lets in  | Role → route                       |
| Reprint or download a receipt         | The same people                     | Role → route                       |
| **Edit sale**                         | Owners, managers and pharmacy leads | Role → route                       |
| **Return / void all**                 | Owners, managers and pharmacy leads | Role → route                       |
| See cost, margin and **Net position** | Owners and managers                 | The financial figures on this page |

Two behaviours to know. Enforcement is **opt-in per person** — a colleague never saved in the permissions sheet is unrestricted, and the sheet warns **"Saving starts enforcing"**. And a **denied action is recorded**, while an allowed one is not; hiding this page from a role is convenience, not a security boundary.

Where a money figure is not yours to see, the row or the column is withheld rather than shown as **0** — a zero would be a false statement about the day's takings.

## Check it worked

* The sale you reprinted has the same **Sale #** on the slip as on the row.
* A reversed sale reads **Refunded** or **Cancelled**, and the items are back on hand in [Inventory](/hospital/supply/inventory).
* **Total Revenue** for the period changes by the amount you reversed.
* A settled debt has left the **Debtors** list.

## Common issues

<AccordionGroup>
  <Accordion title="No sales found, but the till took money today">
    Check the period picker and the status filter first — a filter set to **Refunded**, or a period of **Today** when you want last week, produces exactly this.
  </Accordion>

  <Accordion title="A sale rung up offline is not here">
    An offline sale reaches this record when the till reconnects and syncs. Until then it is held on the till itself — see [Selling offline](/pharmacy/pos/offline).
  </Accordion>

  <Accordion title="Edit sale and Return / void all are not offered">
    They appear only on a sale at **Completed**. A sale already cancelled or refunded has nothing left to reverse.
  </Accordion>

  <Accordion title="Cost, margin or Net position are missing">
    Those figures are for owners and managers. The screen still opens; the money detail does not.
  </Accordion>

  <Accordion title="The receipt will not print">
    Check the counter's printer is the one selected in the desktop app. Failing that, use **Download PDF** and print from the file — see [Receipts](/pharmacy/pos/receipts).
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Is this the hospital's revenue?">
    No — it is the pharmacy counter's takings only. Billed care, invoices and payments live in [Billing](/hospital/revenue/billing), and the hospital-wide picture is in [Analytics](/hospital/executive/analytics).
  </Accordion>

  <Accordion title="What is the difference between Edit sale and Return / void all?">
    **Edit sale** changes part of a transaction — some units voided, or a discount applied to what the customer keeps. **Return / void all** reverses the entire sale in one step.
  </Accordion>

  <Accordion title="Does reversing a sale put stock back?">
    Yes. The items return to the on-hand figure they came out of, which is why a reversal must be recorded rather than the sale being deleted.
  </Accordion>

  <Accordion title="Can I export the sales list?">
    Not from this page. Period exports are on the Executive dashboard's Reports tabs — see [Analytics](/hospital/executive/analytics).
  </Accordion>

  <Accordion title="Why does a sale show Walk-in?">
    Nobody was named at the till. It is a valid counter sale; nothing is written to a patient's chart.
  </Accordion>
</AccordionGroup>

<StillStuck topic="pharmacy sales" />