Maintenance tasks

Reports

Daily Tasks

• Check End of Day Batches
• Run End of Day Reporting
• Post Pending Invoices
• Match or create Items from PharmX Staging
• Review Cost Price Changes - SOH View
• Price Review

Weekly Tasks

• Power BI™ reports
• Manage Store Credits
• Managing Customer Account Payments - At POS
• Managing Customer Account Payments - At Head Office

Monthly Tasks

Customer Accounts Reconciliation and Statements

• Process Manual Payments
• Process Bpay Payments
• Generate Statements
• Email Statements

Reporting

• Maintenance reports