Add Wholesale
Create sale and Challan bills for pharmacies and businesses with HSN codes and split tax breakdowns.
The Add Wholesale page is where you create sale bills for other pharmacies, distributors, and businesses. It supports both normal sale invoicing and Challan mode for delivery notes that can be converted to sales later. The wholesale layout includes additional columns for HSN codes, free units, discounts, and split tax breakdowns.
Navigate here from the sidebar: Sales → Add Sale, then click Wholesale at the top-right.
Add Wholesale page
Wholesale mode with Challan toggle, customer selection, and drug table.
Scan & Add Drugs
Click Scan at the top-right to open the Scan & Add Drugs panel. This is designed for phones and tablets, it opens your device camera for two input methods:
Camera permissions are required for both options on phone and tablet.
If you have a physical barcode scanner device connected to your computer, you can scan barcodes directly into the bill without opening the Scan panel. The drug is added instantly with auto-populated name, batch, expiry, MRP, and available stock.
For detailed setup instructions, supported devices, OCR best practices, and troubleshooting, see the Scan & OCR guide.
Drafts
Click Drafts at the top-right to access all saved draft bills. Any bill you save mid-way using Save Draft is stored here and can be resumed at any time.
If you are in the middle of adding a sale and need to navigate away, click Save Draft to save your progress. You can return to it anytime from Drafts.
Drafts panel
Access saved draft bills and resume them anytime.
Left Panel
The left panel in Wholesale mode has two options:
Left panel options
Sale Mode toggle and Local Sale tax switch.
Sale Mode: Normal vs Challan
Challan mode is useful when goods are dispatched before payment terms are finalised or when the exact invoice details need to be confirmed after delivery Once converted to a sale, the challan becomes a regular wholesale bill with payment status tracking.
Customer and Salesperson
Customer and salesperson selection
Select a wholesale customer and assign a salesperson.
Payment Status
Select the payment status for this sale:
Payment status selection
Choose between Paid, Unpaid, or Partial payment.
When Paid or Partial is selected, additional fields appear:
When Cash is selected as the payment method, no additional bank details are needed.
When Card, UPI, or Net Banking is selected, a bank details dropdown appears below showing your linked accounts. Select the appropriate account to record where the payment was received.
Bank details dropdown
Select the linked account for Card, UPI, or Net Banking payments.
When Unpaid is selected, the Payment Method defaults to None, Paid Amount and Discount % remain editable, and the bank details section is hidden.
Drug Table
Click the grid icon (⊞) at the bottom of the table to add more drug rows.
Wholesale drug table
Columns for HSN, free units, rate, MRP, discount, and split GST.
Price Comparison
Once you select a drug and a customer, a hint appears below the drug table:
Click on a drug and select a customer to view sale history and price comparison
Price comparison hint
View past transactions and negotiated rates for this drug and customer.
If previous sale data exists for that drug and customer, clicking the hint opens a panel showing past transactions with date, batch, rate, and discount. This helps you maintain consistent pricing and quickly reference past negotiations.
If no previous data exists, the message shows: [Drug name]: No previous sale data available for this customer.
Additional Notes
The Additional Notes field at the bottom is for entering specific instructions, delivery remarks, or terms of sale relevant to the wholesale transaction.
Additional notes field
Enter delivery remarks, terms of sale, or specific instructions.
Bill Summary Bar
At the bottom of the page, a fixed summary bar shows a live breakdown of the bill:
Sub Total − Disc + Tax = Bill
Saving and Submitting
Next Actions
After creating a wholesale bill, here's what most users do next:
View Sales List
Review and manage all your created wholesale and retail bills.
Check Customer Ledger
Track payments and outstanding dues for this wholesale customer.
Scan & OCR
Use barcode scanning or prescription OCR to add drugs faster.
Returned Sales
Track returned sales and view their ledger entries.
Switch to Retail
You can switch to Retail mode anytime using the toggle at the top-right for individual customer billing.