Getting Started with PharmNex
A step-by-step walkthrough to set up your account, add your first products, and create your first invoice.
PharmNex is designed to get your pharmacy running in under an hour. This guide walks you through account creation, initial setup, adding your first products, and generating your first invoice.
Step 1 — Create Your Account
Visit app.pharmnex.in and sign up with your business email. You will be prompted to enter your pharmacy name, GSTIN, and address. This information appears on all invoices, so ensure accuracy.
- 1Click "Sign Up Free" on the homepage
- 2Enter your email and create a password
- 3Fill in your pharmacy details (name, GSTIN, address)
- 4Verify your email address via the confirmation link
Step 2 — Configure Your Profile
After logging in, head to Settings → Business Profile. Set your invoice prefix (e.g. "INV-"), GST type (regular / composite), and upload your pharmacy logo. These settings apply to every invoice you generate.
Tip: Use a prefix like "PNX-2526-" (year range) to stay organised across financial years.
Step 3 — Add Your Products
Navigate to the Products module and click "Add Product". Fill in the product name, HSN code, GST slab, MRP, and purchase rate. You can also import a bulk CSV if you have an existing product list.
- 1Go to Products → Add Product
- 2Enter name, HSN code, GST %, MRP, and purchase rate
- 3Optionally set a reorder level for low-stock alerts
- 4Save and repeat, or use Bulk Import for large catalogues
Tip: Download our pre-formatted CSV template from the Import screen to avoid errors.
Step 4 — Create Your First Invoice
Go to Billing → New Invoice. Search for a product by name or barcode, set the quantity, and PharmNex will auto-calculate taxes. Add the customer name (optional), choose a payment mode, and hit "Save & Print".
- 1Click Billing → New Invoice
- 2Search and add products by name, barcode, or salt
- 3Set quantities — taxes are calculated automatically
- 4Enter customer details and select payment mode
- 5Click "Save & Print" or "Save & Email"
Step 5 — Explore the Dashboard
Your Command Center dashboard is now live the moment your first sale is recorded. It shows today's revenue, top products, and any pending alerts. Bookmark it — you'll be here often.
Tip: Pin the dashboard as your browser homepage for instant daily visibility.
Need hands-on help?
Our onboarding team is available to walk you through any part of PharmNex live.