Getting Started

Set up your MediFlux store, configure billing preferences, add inventory, and make your first sale, with both self-service and assisted onboarding options.

1 min read

This guide walks you through setting up MediFlux for the first time, from creating your store to making your first sale. Whether you prefer a quick self-service setup or guided onboarding with our support team, you'll be up and running within minutes.


What you need

MediFlux is a web-based PWA that runs on any device with a browser and internet connection. No downloads or local servers are required.

ComponentMinimumRecommended
Operating SystemAny modern OSWindows 10+, macOS, Linux, Android, iOS
ProcessorAny dual-core CPUIntel Core i3 or above
RAM2 GB4 GB or above
InternetBasic connectivity (2 Mbps)Stable 4G or broadband (5–10 Mbps)
BrowserLatest Chrome, Firefox, EdgeChrome (latest version)

Even pharmacies in remote areas with modest connectivity and basic desktops can operate efficiently.


Creating your store

You have two ways to get started:

MethodBest for
Self-service signupPharmacy owners who want to explore the platform immediately
Assisted onboardingTeams who want help with data migration, configuration, and staff training

Self-service signup

1

Go to the Start Free Trial page and enter your pharmacy details, GSTIN, and business type.

2

Your cloud store is provisioned instantly: no downloads, no servers, no IT team required.

3

Log in and start exploring the dashboard right away.

Registration form

Registration form

Step 1 of the signup flow, enter your store name, address, state, district, and pincode.

1

Fill out the form on the Start Free Trial page with your pharmacy details.

2

Our support team will contact you and guide you through the setup process.

3

We connect remotely to help you understand the system and give you a live walkthrough.

4

We assist with importing or manually adding your stock and customer records.

5

We guide you through billing, expiry alerts, and staff role configuration.

6

Training is provided remotely so your team can start using MediFlux confidently from day one.


Configuring your store

Once your store is created, configure the basics before you start billing:

SettingWhat to do
GST ratesSet your default GST rates and HSN preferences under Settings → Accounting Settings
Invoice templatesChoose your bill format under Settings → Bill Templates
Payment methodsConfigure accepted payment methods and linked bank accounts under Settings → Accounting Settings
Customer credit policiesSet credit limits and payment terms if you offer Udhaar (credit) sales
User rolesAdd staff members and assign permissions under Settings → User Management

Adding your inventory

You can populate your drug catalog in three ways:

MethodHow it works
Excel importUpload your existing drug list via Excel. MediFlux pre-fills drug names, compositions, and HSN codes where available.
Barcode scanScan drug barcodes to auto-populate name, batch, expiry, MRP, and stock details.
Manual entryAdd medicines one by one through the Drugs → Add Drug form.
Drug List

Drug List

View your full inventory, check stock levels, and use the Import button to bulk upload drugs via Excel.

For detailed instructions, see Drug List.


Making your first sale

Once your inventory is set up, you're ready to bill:

1

Go to Sales → Add Sale and select Retail or Wholesale mode.

2

Add a customer (or leave as cash sale) and select drugs from your inventory.

3

Choose the payment status: Paid, Unpaid, or Partial.

4

Click + Add to finalise the bill.

Add Sale

Add Sale

The Retail sale form with customer details, payment status, and drug table ready for billing.

Your first sale is now recorded. You can view it anytime in Sales List, share it via WhatsApp, or print it directly.


Moving to a paid subscription

After your free trial, our team will guide you through purchasing a subscription. We offer transparent yearly and multi-year plans with no hidden fees or surprise charges. Payment can be made via UPI, net banking, or other secure channels.

StepWhat happens
1Receive your invoice and make payment through your preferred mode
2Subscription activates instantly upon payment confirmation
3Full access and continuous support continues with no downtime

With your paid subscription, you get access to all advanced features, regular updates, and our support team whenever you need help.


What's next

Once your setup is complete, explore these features to get the most out of MediFlux:

Dashboard Overview

Dashboard Overview

Your home screen shows key metrics, total drugs, drug value, suppliers, customers, and expired stock alerts.

  • Expiry and stock alerts: Get notified before drugs expire or run low
  • Sales analytics: Track trends, profit margins, and top-selling drugs from the dashboard
  • GST reports: Generate GSTR-1, GSTR-2, and GSTR-3B with one click
  • Customer and supplier ledgers: Track credit, payments, and outstanding dues
  • Role-based access: Control what each staff member can view and edit

Quick tip

Click the + button in the top bar from any page to quickly add a Sale, Purchase, Customer, Customer Payment, Supplier, or Supplier Payment without navigating through menus.


FAQs


Next steps