Numbers you can act on.
A report is only useful if it tells you what to do next. poso starts every day with a Home dashboard of the numbers that need action, and every number opens the records behind it.
The poso Home dashboard shows today's sales, products in stock, batches expiring in the next 90 days, expired stock still on the shelf, products below their reorder level, purchase orders to receive and money customers owe. Clicking any number opens exactly those records. Detailed reports cover sales, margins, stock, purchases and accounts, and export to Excel or PDF.
The Home dashboard
| Number | What it tells you | Click it to see |
|---|---|---|
| Sales today | Takings so far, from the till and from sales orders | Today's sales, by source |
| Near expiry | Batches expiring in the next 90 days | Those batches, with quantities |
| Expired, still on shelf | Stock past its expiry date | The batches to remove |
| Below reorder level | Products under their minimum | The reorder list |
| Orders to receive | Purchase orders still awaiting delivery | Those orders |
| Customers owe you | Unpaid customer invoices | The invoices, oldest first |
A "Needs attention" list underneath shows the actual products and batches, so a store keeper can start work straight away.
Detailed reports
Sales
By product, category, cashier, branch, payment method and period. Best sellers and slow movers.
Margins
Gross margin by product, category, supplier and branch.
Stock
Stock on hand and value, movements, expiries, slow and dead stock.
Purchases
Spend by supplier and product, open orders, price changes.
Cash
Takings by till session and payment method, with cash differences.
Accounts
Profit and loss, balance sheet, ledgers, tax and aged balances.
Filter, group and export
Every list in poso can be filtered (for example, "antibiotics sold this month at Branch 2"), grouped, pivoted and charted, then saved as a favourite or exported to Excel. No report-writing skills needed.
A weekly 15-minute routine
- Check near-expiry batches and decide: discount, transfer or return.
- Approve the reorder list and send purchase orders.
- Look at margin by category for anything that dropped.
- Chase the oldest unpaid customer invoices.
- Review cash differences by till.
Our guide to reducing stock losses shows how to use these reports to find leaks.
Reporting questions
What reports does pharmacy software need?
At minimum: daily sales, stock on hand and value, near-expiry and expired stock, reorder list, margin by product, cash by till session, and profit and loss. poso includes all of these.
Can I see reports on my phone?
Yes. poso runs in the phone's browser, so owners can check the Home dashboard and reports from anywhere.
Can I export reports to Excel?
Yes. Lists and reports export to Excel, and financial statements to PDF or Excel.
Does each user see the same dashboard?
Each user sees the numbers they are allowed to see. A cashier won't see profit; an owner sees everything.
Last updated by the poso team.