Sales List

View, search, filter, and manage all your recorded sales in one place.

1 min read

The Sales List is your complete record of every sale made in your pharmacy. You can search across sales, filter by sale type, payment method, payment status, and date range, and export your sales data as PDF or Excel.


Searching sales

The search bar at the top lets you search across suppliers, drugs, and challan numbers. Just start typing and the list filters instantly.

To the left of the search bar is an All dropdown. Use it to narrow the search scope if needed.

Sales list

Sales list

Navigate to Sales list from sidebar


Filter chips

Below the search bar, six quick-filter chips let you slice the list by sale type instantly:

FilterWhat it shows
NRxNon-prescription medicine sales
H1Schedule H1 controlled medicine sales
CashStandard retail cash sales
WholesaleBulk sales to another pharmacy or business
Stock IssueInternal stock movement recorded as a sale
ChallanDelivery challans
EstimatesEstimated bills not yet finalised

Click a chip to apply it, click again to remove it.

Filter chips

Filter chips

Quick-filter chips for slicing the sales list by sale type.


The sales table

The main table lists all your sales with the following columns:

ColumnDescription
Sale DetailsInvoice number and payment method used for the sale
CustomerCustomer name and date/time of the sale
ItemsTotal value of the sale and number of items
ActionsQuick action menu for that sale row

The page shows a Found X count above the table indicating how many sales match the current filters.

Sales List table

Sales List table

Main table listing all sales with details, customer, items, and actions.


Expanding a sale row

Click the chevron (▾) on the left of any sale row to expand it and see the full line item breakdown:

ColumnDescription
SR.Serial number of the line item
HSNHSN code of the drug
ProductName of the drug
BatchBatch number
ExpiryExpiry date of the batch
QTYQuantity sold
MRPMaximum Retail Price
DISDiscount percentage applied
TotalTotal amount for that line item

The Grand Total is shown at the bottom right of the expanded row.

Expanded sale row

Expanded sale row

Line item breakdown with HSN, product, batch, expiry, quantity, MRP, discount, and total.


Row actions

Clicking the three-dot menu (⋮) on any sale row opens a quick-actions menu with three options:

OptionWhat it does
View InvoiceOpens the full invoice for this sale
UpdateEdit this sale entry
Return SaleInitiate a return for this sale

These options are the same for all sale types.

Row actions

Row actions

Three-dot menu showing View Invoice, Update, and Return Sale options.


Filters panel

Click the Filter button at the top-right to open the Sales Filters panel:

FilterOptions
Drug TypeAll, Rx, NRx, H1
Payment MethodAll Methods, Cash, Card, UPI, Bank Transfer, Cheque, Stock Issue
Payment StatusAll Statuses, Paid, Unpaid, Partial
Sale TypeWholesale sales only, Stock Issue
Date RangeCustom From and To date
Amount RangeMin (₹) and Max (₹)
Sort ByField: Sale Date, Total Amount, Customer Name, Invoice Number, Created At. Order: Ascending or Descending

Click Apply to apply filters. The filter button highlights when active filters are applied.

Filter Button

Filter Button

Filter by drug type , payment method etc and sort by different options.


Exporting sales

Click the export icon at the top-right to choose your export format:

  • Export as PDF
  • Export as Excel
Export options

Export options

Choose between PDF and Excel export formats.


Adding a sale from anywhere

You don't have to navigate to the Sales section to add a sale. Click the + button in the top-right corner of any screen and select Add Sale to start a new sale bill from anywhere in MediFlux.

Quick Add Sale

Quick Add Sale

Click the `+` button in the top-right corner of any screen and select Add Sale to start a new sale from anywhere.


Act on a sale