Use-case playbooks
Updated 25 Sept 20265 min

Run a pharmaceutical distribution business on Finocket

Every strip traceable to its batch and expiry, the earliest-expiring batch picked first, near-expiry stock returned to the principal before it becomes a write-off, and each chemist held to a credit limit with their drug licence on the invoice.

Business owner

Every strip traceable to its batch and expiry, the earliest-expiring batch picked first, near-expiry stock returned to the principal before it becomes a write-off, and each chemist held to a credit limit with their drug licence on the invoice.

What you set up

Pharmaceutical distribution businesses run on the Business plan, which turns on 38 modules:

Turn any of these off if you don't need them - see setting Finocket up for your trade for the two decisions worth getting right on day one.

What you'll do day to day

Batch and expiry on every line

Signed in as a staff member, open /invoices/new. Bill Shree Krishna Medical: each line picks the earliest-expiring batch (FEFO); batch no. and expiry print on the invoice.

Return it before it expires

Signed in as the owner, open /inventory. Near-expiry and expired batches, batch by batch, in the Expiry & Returns cage; raise a return to the principal.

Credit limits that hold

Signed in as a staff member, open /outstanding. Chemist-wise outstanding against limits; Dewas Chemist blocked for new orders until they pay.

Cold chain is a separate location

Signed in as a staff member, open /inventory/bins. Insulin lives in the 2-8°C room; rack/bin codes in the main godown; stock by bin.

Interstate supply with e-way bill

Signed in as the owner, open /gst/returns. Dahod (Gujarat) invoice goes IGST, e-way bill on the invoice, reported in GSTR-1.

The rep's beat, offline

Signed in as a staff member, open /visits. Ujjain-Dewas beat visit logged by voice with no signal; syncs later with the order.

An Indore pharma distributor returning stock before it expires

Before: Batches picked by whoever was in the godown, near-expiry stock found at the audit, and chemists over their limits.

With Finocket: FEFO on every invoice line, a returns cage for near-expiry and expired lots, bins in the main godown, and credit limits per chemist.

(Medilink Pharma Distributors, a demo pharmaceutical distribution workspace in Indore, Madhya Pradesh - not a real customer.)

Next

See how Finocket fits your trade for the same use cases with the case study in full, or bring your existing books across if you're switching from another system. Running this on a phone at the counter and a desktop at month-end? See what each device is best for.

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