> ## 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.

# Set up your pharmacy

> The six-step setup checklist for a new pharmacy workspace, in the order that gets you selling fastest.

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={['pharmacy']} roles="Owner, and any staff member with access to the step's screen" />

Six things turn a brand-new pharmacy workspace into one that can sell, take money and keep stock honest. Work down this list and you finish with live inventory, a till that has rung a real sale, a customer record and your team on board. This section is one page per step.

There is **no Get Started screen** in the Pharmacy edition — a new pharmacy lands on **Pharmacy Station** and starts working. Treat the checklist below as your list; it is not a screen to go and find.

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

## The six steps

| # | Step                                                                     | Takes about | Done when                                            |
| - | ------------------------------------------------------------------------ | ----------- | ---------------------------------------------------- |
| 1 | [Choose a plan](/pharmacy/get-started/choose-plan)                       | 2 min       | A paid plan is active or trialing                    |
| 2 | [Add your first stock item](/pharmacy/get-started/first-stock-item)      | 3 min       | Any stock item exists                                |
| 3 | [Record your first sale](/pharmacy/get-started/first-sale)               | 2 min       | Any sale exists                                      |
| 4 | [Add your first customer](/pharmacy/get-started/first-customer)          | 1 min       | Any customer exists                                  |
| 5 | [Complete your pharmacy profile](/pharmacy/get-started/pharmacy-profile) | 3 min       | Name, address, phone number and email are all filled |
| 6 | [Invite your team](/pharmacy/get-started/invite-team)                    | 1 min       | A second person exists — you alone do not count      |

Only one order dependency matters: **stock before sale**. The till sells from live inventory, so add at least one item before you try step 3. Everything else can be done in any order, and a customer record is not required to sell — the till takes walk-ins.

## What you start on

A new pharmacy workspace usually opens on a **7-day trial of the Professional plan** with no card required. Nothing is locked while the trial runs, so the fastest way to find out whether a feature suits you is to use it during those seven days.

When the trial ends without a paid plan, feature gates collapse to the free level — the till still works, but plan-gated features such as interaction screening stop appearing. See [Choose a plan](/pharmacy/get-started/choose-plan).

## Your sidebar

The pharmacy navigation is one flat group, in this order:

**Pharmacy Station** · **POS** · **Sales** · **Inventory** · **Transfers** · **Customers** · **Billing** (with **Billing Dashboard**, **Payments** and **Services**) · **Expenses** · **Executive** · **Analytics**

What each person sees inside that list depends on their permissions. A cashier, for example, reaches only **POS** and **Sales** — see [Staff permissions](/platform/team/permissions).

## Money and seats

* **Currency** comes from your billing settings and defaults to **NGN**. Set it before you price your stock, so receipts and reports read correctly from day one — see [Currency](/platform/settings/currency).
* **Seats are included** in your plan at no extra cost, up to the plan's cap. Nothing is ever billed per seat. When you reach the cap the next invitation is refused and you are offered the next plan up — see [Staff seats](/platform/plans/seats).

## Open a step

<Columns cols={2}>
  <Card title="Choose a plan" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/credit-card.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=0cb94e491d19b5f3dfd58a1eb2cfc987" href="/pharmacy/get-started/choose-plan" width="24" height="24" data-path="images/icons/credit-card.svg">
    The four-plan ladder, what the trial covers, and what changes when it ends.
  </Card>

  <Card title="Add your first stock item" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/boxes-stacked.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=a9cf085f0f1d4e59a1592ac620aa497e" href="/pharmacy/get-started/first-stock-item" width="24" height="24" data-path="images/icons/boxes-stacked.svg">
    Create a catalogue entry, receive quantity against a batch and expiry, and make it sellable at the till.
  </Card>

  <Card title="Record your first sale" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/cash-register.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=807c0319009cf1ee912aa2649aaf7d04" href="/pharmacy/get-started/first-sale" width="24" height="24" data-path="images/icons/cash-register.svg">
    Ring up a product, take payment and print a receipt — offline included.
  </Card>

  <Card title="Add your first customer" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=fdd8afb7b51f8405d9b0db68b4ae5f26" href="/pharmacy/get-started/first-customer" width="24" height="24" data-path="images/icons/user.svg">
    Build a record so repeat buyers, their history and their wallet are one click away.
  </Card>

  <Card title="Complete your pharmacy profile" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/shop.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=4676f2d3d33b72a39c5f78952c08ef7e" href="/pharmacy/get-started/pharmacy-profile" width="24" height="24" data-path="images/icons/shop.svg">
    Name, address, phone number and email — the four fields that reach your customers and print on receipts.
  </Card>

  <Card title="Invite your team" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/users.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=76abeb65605706fcc027333369b8fcd8" href="/pharmacy/get-started/invite-team" width="24" height="24" data-path="images/icons/users.svg">
    Send an invitation, pick a role, and give a cashier exactly the till permissions they need.
  </Card>
</Columns>

## Then learn the counter

Setup is the smaller half. The till is where the pharmacy actually runs.

<Columns cols={2}>
  <Card title="Ring up a sale" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/cart-shopping.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=0ebeeb100b474344e59c24c6e115238c" href="/pharmacy/pos/index" width="24" height="24" data-path="images/icons/cart-shopping.svg">
    The full point-of-sale screen: products, cart, customer, discounts and payment.
  </Card>

  <Card title="Selling when the internet is down" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/wifi-slash.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=a906e760ec06ff133ba28b970a22c838" href="/pharmacy/pos/offline" width="24" height="24" data-path="images/icons/wifi-slash.svg">
    What keeps working during an outage, what has to wait, and how sales catch up afterwards.
  </Card>

  <Card title="Stock, batches and expiry" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/calendar-xmark.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=f6c47cdd836708d92676e580eed3b1cf" href="/pharmacy/inventory/batches-and-expiry" width="24" height="24" data-path="images/icons/calendar-xmark.svg">
    Receiving, batch tracking, expiry alerts and which lot goes out first.
  </Card>

  <Card title="Set up your hardware" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/print.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=01f7fe54cffccad2ac0e8076d2a1a287" href="/pharmacy/hardware/desktop-app" width="24" height="24" data-path="images/icons/print.svg">
    The desktop app, thermal receipt printer and barcode scanner.
  </Card>
</Columns>
