Onboard your existing stock to eVitalRx

Modified on Fri, 06 Jan 2023 at 06:20 PM

TABLE OF CONTENTS


Why?

  • If you have physical stock in your store and you want to start using eVitalRx, all your physical stock needs to be entered as opening stock in the software. This will allow you to make sales bills easily.
  • You'll be able to figure out the sales discount you want to give to your customers with reference to the margin you have entered in opening stock
  • It'll help you manage your expiry.
  • If you want to use eVital patient app to receive your customers' online orders, your customers will be able to check item availability on the eVital app if you have entered opening stock. If you will fix sales discounts on all items, your customers will be able to see items with discounted prices on eVital app.


How?

For running store

  1. If you want to transfer stock from your old software

    1. Method 1 - Data Porting (chargeable)
      1. If your data is accurate in your previous software you can port your existing stock with important details like Product Name, MRP, PTR, LP, Qty, and etc.
      2. It takes only 2 hours to port the data from your existing software. We have already ported data from up to 25 software so there will be no doubt.
      3. For data porting, you can contact our Support Person.
    2. Method 2 - If you don’t want to port the data from existing software (If stock is not accurate or for any reason)
      1. We have created a sample CSV file to import the data into our software.
      2. For that, you have to export the stock file from your old software and convert it into our sample CSV and then you can upload it to our software.
        1. To upload the sample file follow the below steps-
          1. First, click on Purchase on the blue bar and enter the distributor name as Cash Purchase / Opening stock. (Both CSV files are attached to this document)
          2. There you can see the option to upload the file where you can upload it.
    3. Method 3 - If stock is not accurate
      1. Start entering your daily purchases into the system.
      2. Then Enter the last 2 or 3 months' purchase bills. Uploading CSV files is the easiest way to enter purchases. . (If you didn’t get a CSV file from the distributor, you can ask your distributor to send a CSV file)
      3. This will cover about 60 to 70% of your products.
      4. Then you can turn on the Item Reconciliation tool to correct the stock, or you can directly update the stock too. But this way they will have an accurate margin for the products. (For Capsule users only*)
  1. For the Reconciliation tool, click here.

  2. You already have stock and are not using any software

    1. Method 1 (Most preferred)
      1. Enter the last 2 or 3 months' purchase bills. Uploading CSV files is the easiest way to enter purchases. 
      2. This will cover about 60 to 70% of your products. 
      3. Then you can turn on the Item Reconciliation tool to correct the stock, or you can directly update the stock too. But this way they will have an accurate margin for the products. (For Capsule users only*
    2. Method 2 :
      1. If you know how to use MS Excel, you can enter the stock in the Sample CSV file for Opening Stock, and then they can upload the CSV file in eVitalRx. 
      2. The sample CSV files are attached to this document.*
    3. Method 3 :
      1. You can directly take stock as opening stock from Mobile App and Web in eVitalRx.
      2. Click here to see the Process.

For new store

  • You can enter your stock via CSV file or manually from both the mobile app and the web.

FAQs

  1. Can we enter stock from Opening stock? 
    • Yes, you can. But the thing is that it is really time-consuming and eventually you will get tired of it and stop using the software.
    • So this is the worst decision to enter opening stock to enter stock in the system.
    • You can use our most preferred option to enter a stock.
      1. Enter the last 2 or 3 months' purchase bills. Uploading CSV files is the easiest way to enter purchases. 
      2. This will cover about 60 to 70% of your products. 
      3. Then you can turn on the Item Reconciliation tool to correct the stock, or you can directly update the stock too. But this way they will have an accurate margin for the products. (For Capsule users only*
  2. Do you port all the data of my stock in porting (Including past history of sales and purchases)?
    • Yes, from some software
    • In some software, we can port the past data but for that, the file from your existing software should have the required columns.

    

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