Documentation

FOR 10 Beta Chemist ShopsCOST Absolutely ₹0PURPOSE Replace Paper Records

What Is Profits+015? The Big Picture

If you currently run your medical shop using handwritten registers, rough notebooks, memory, or scattered sticky notes — this system replaces all of that. Everything goes into one place, on your phone or computer, for free.

BEFORE (Without Profits+015)AFTER (With Profits+015)
❌ Rough notebook for daily sales
❌ Separate register for stock
❌ Cannot tell if stock is low
❌ Forget which medicines are expiring
❌ No idea of actual profit or loss
❌ Order medicines from memory or gut
❌ Employee billing mistakes undetected
❌ Accounts made at month-end (roughly)
✅ Every sale entered on mobile in 10 seconds
✅ Stock updates automatically
✅ Instant low stock alerts on your phone
✅ Expiry warnings 90, 30 & 7 days in advance
✅ Daily and monthly profit visible anytime
✅ Reorder list generated automatically
✅ Every transaction approved by supervisor
✅ Live dashboard visible to owner only

Section 1: Your Personal Setup (Do This First — 15 Minutes)

This section is done ONCE when you receive your beta access. After this, your shop is fully set up.

Step 1A: Claim Your Shop’s Copy of the Google Sheet

1 📧Open the link we sent you You will receive a message (WhatsApp or email) with a Google Sheet link from the Profits+015 team. Click that link on your phone or laptop. The link looks like: docs.google.com/spreadsheets/d/…
2 📋Make your own copy Once the sheet opens, click File (top menu) → Make a copy. This creates YOUR OWN private copy. Nobody else can see your data. Name it: ‘[Your Shop Name] – Profits+015’. Example: Sharma Medical – Profits+015
3 🏪Add your shop name In the sheet, find the yellow-highlighted cell near the top of the Medicine Master tab. Type your shop name there. Example: Ravi Medical Stores, Jaipur. This name will appear across your entire system.
4 👥Add your staff names Go to the Alert Config sheet. Find the ‘Staff Names’ section. Type your employee names. Example: Emp-Ravi, Emp-Sunita. These names appear as dropdown options when entering transactions, so there is no typing needed.
5 📞Share the sheet with your staff Click the Share button (top right). Add your employees’ Gmail IDs with ‘Editor’ access. Add your supervisor with ‘Editor’ access. Keep the Owner sheet columns protected (instructions in the Access Guide tab).
⚠️IMPORTANT: Never share your original beta link with anyone. Share only YOUR copy. Each of the 10 beta shops has their own private copy. Your data is completely separate from other shops.

Step 1B: Install AppSheet on Your Phone (Free)

For Android (Play Store)For iPhone (App Store)
Open Google Play StoreSearch: AppSheetInstall the app (free, by Google)Sign in with same Gmail used for the SheetAppSheet will find your sheet automaticallyOpen Apple App StoreSearch: AppSheetGet the app (free)Sign in with Gmail used for the SheetAppSheet will find your sheet automatically
AppSheet free tier is enough for this system. You do NOT need to upgrade or pay. If anyone asks you to enter a credit card, stop — the free plan is what we use.

Section 2: Day-to-Day Workflow — What You Do Every Day

Once set up, your daily routine is simple. Here is what each person does:

📱 EMPLOYEE (Counter Staff) — Daily Routine

When a Customer Buys a Medicine (SALE)

1 📷Open AppSheet on your phone, tap ‘New Transaction’ You see a simple form. The first field is Medicine ID. Tap the barcode icon next to it. Your camera opens. Point it at the barcode on the medicine strip or box. The medicine name fills in automatically — no typing, no spelling mistakes.
2 ✍️If no barcode, use OCR text scan Some loose medicines have no barcode. Tap the ‘Scan Text’ icon. Point camera at the medicine name printed on the label. AppSheet reads the text and searches for a match in your medicine list.
3 🔢Enter the quantity sold Type how many strips, bottles, or sachets the customer is buying. Example: Customer buys 2 strips of Dolo 650 — enter 2. Sale Price is auto-filled from the master list at MRP.
4 💾Hit Save — you are done The transaction is saved. Stock count reduces automatically. The supervisor sees it appear for approval. Total: about 10-12 seconds per sale. Much faster than writing in a register.

When Stock Arrives from a Distributor (PURCHASE)

1 📦Select Transaction Type: PURCHASE When new stock arrives, open AppSheet → New Transaction → change Type to PURCHASE (dropdown).
2 📷Scan each medicine barcode one by one Scan the barcode on the new stock box. Enter the quantity received. Enter the batch number from the invoice (e.g. BT2401). Enter the expiry date from the box.
3 🗒️Match with the distributor invoice Once all items are entered, the purchase total in the sheet should match your paper invoice. Give the paper invoice to the supervisor for final approval.

When a Customer Returns a Medicine (RETURN)

1 ↩️Select Transaction Type: RETURN-OUT Customer returns a medicine. Open New Transaction → Type = RETURN-OUT → scan the medicine → enter quantity returned. Add a remark (reason for return). Supervisor approval required automatically for all returns.
👁 SUPERVISOR — Daily Routine (10-15 min each morning)

Morning Check — Approve Yesterday’s Transactions

1 📋Open the Transactions sheet Filter by ‘Approval Status = Pending’. You will see all transactions entered by employees that need your sign-off. Typically this is yesterday’s evening sales.
2 🔍Verify each transaction Cross-check 3-4 random transactions against the physical counter. Does the stock on shelf match what the system says? If yes — change status to Approved. If something looks wrong, mark as ‘On Hold’ and investigate.
3 📊Check the Alert Dashboard Open the Alert Dashboard tab. Look for: any red LOW STOCK alerts, any expiring medicines, any rejected transactions that need to be re-entered.
🔒Supervisor cannot see Cost Price or Profit columns — those are hidden and only visible to the Owner. This is by design.
👑 OWNER — Weekly Review (30 min, anytime)

Your Weekly Dashboard Review

 What to CheckWhat It Tells You
1Alert Dashboard → KPI tilesToday’s sales, this month’s profit at one glance. No calculation needed.
2Daily Summary → Change date to last 7 daysWhich days had best sales? Was Monday slow? Should you keep shop open Sunday?
3Medicine Master → Status columnWhich items are expired, expiring, or low? One look tells you exactly.
4Alert Dashboard → Low Stock tableAuto-generated reorder list. Call distributor with this list directly.
5Transactions → Filter by ‘On Hold’Any suspicious or unverified entries from staff needing your attention.
6Daily Summary → Profit tileActual net profit for the month. Not rough estimate. Real number.

Section 3: What Each Sheet Does — Plain Language

Sheet NameWhat It IsWho Touches It
🏥 Medicine MasterThe catalogue of every medicine you sell. Name, brand, MRP, purchase price, reorder level, rack location.Owner sets up once. Updates rarely. Employees never touch.
📲 TransactionsTHE main sheet. Every sale, purchase, return, and stock adjustment is recorded here. This is what employees use daily on their phone.Employees add entries. Supervisor approves. Owner can see everything.
📦 Batch RegisterTracks every batch of medicine received — expiry date, batch number, supplier, quantity. Auto-warns when near expiry.Employee adds when new stock arrives. Supervisor verifies.
🔔 Alert DashboardAuto-generated. Shows low stock, expired items, expiring soon, pending approvals, today’s sales — all without any manual entry.Owner and Supervisor view only. No data entry here.
📊 Daily SummaryPick any date, see that day’s sales, purchases, profit. Also shows current month running total.Owner and Supervisor view only.
🔐 Access GuideInstructions for setting up AppSheet roles, which staff can see what, how to enable barcode scanning.Owner reads once during setup.
⚙️ Alert ConfigSet your minimum stock levels, expiry warning days, daily sales targets. These drive all alerts across the system.Owner sets once. Review monthly.

Section 4: Barcode Scanning & OCR Text Reading

This is the feature that eliminates all spelling mistakes in medicine names and saves 80% of data entry time.

How Barcode Scanning Works

1 📱Every medicine has a barcode printed on it Look at any medicine strip, bottle or box. You will see a black-and-white striped pattern. This is a barcode. It uniquely identifies that specific medicine — brand, dosage, manufacturer.
2 📷AppSheet turns your phone camera into a scanner In the Transactions form, tap the barcode icon next to Medicine ID. Your camera opens. No special barcode scanner device needed. Your phone camera is enough.
3Scan = instant auto-fill Point camera at the barcode for 1-2 seconds. The barcode number is read and the medicine name, MRP, and category all fill in automatically from your Medicine Master list.

What If There Is No Barcode? (OCR Text Scan)

4 🔤Use camera to read the printed text on the label Some old medicines, local brands, or loose items have no barcode. Tap the ‘Scan Text’ icon (looks like letter A with lines). Point at the medicine name printed on the label. AppSheet reads the text using OCR.
5 🔍System searches your list for the closest match The scanned text is searched in your Medicine Master. If ‘Paracetamol’ is scanned and you have ‘Paracetamol 500mg Tablet’ in your list, it will be suggested. Select it to confirm.
ℹ️SETUP REQUIREMENT: For barcode scanning to work in AppSheet, the ‘Barcode’ column type must be set on the Med ID field. The Access Guide sheet has exact step-by-step instructions with screenshots for this one-time setup.

Section 5: Alerts — Let the System Tell You What Needs Attention

You should never have to check every row manually. The alert system does this automatically.

Alert TypeWhen It TriggersWhere You See ItWhat To Do
🔴 Low StockStock falls below your reorder level (set in Medicine Master)Alert Dashboard — highlighted red rowCall distributor and place order. The alert also shows supplier name.
⚠️ Expiring SoonMedicine expires within 30 days (configurable)Batch Register + Alert Dashboard, amber highlightReturn to distributor if possible. Or sell at discount. Mark clearly.
❌ Expired StockExpiry date has passedAlert Dashboard — red row, Medicine Master red rowRemove from shelf immediately. Do NOT sell. File with supplier for credit.
⏳ Pending ApprovalEmployee enters a transaction but supervisor has not approved it yetAlert Dashboard KPI tile shows countSupervisor checks and approves or queries employee.
📉 Low Daily SalesDay’s sales are below your target (set in Alert Config)Daily Summary — red highlightReview — was it a holiday? Staff absent? Potential issue to investigate.
⚠️ High DiscountA transaction has more than your allowed max discount %Transactions — amber rowOwner reviews — was this authorized? Prevents unauthorized discounts.

Section 6: Quick Reference — Who Can Do What

Capability👑 Owner👁 Supervisor📱 Employee📊 Accountant
Enter sale transactions✅ (main role)
Enter purchase transactions
Approve / reject transactions
View today’s sales total
View profit & margins✅ ONLY
View cost price (purchase price)✅ ONLY
Modify medicine master data
Delete any record✅ ONLY
View expired/expiring alerts
Change alert thresholds✅ ONLY
Export reports to PDF

Section 7: Beta Testing — Your Role & Feedback

You are one of 10 shops helping us improve Profits+015

As a beta participant, your job is to USE the system normally and tell us what is unclear, broken, missing, or could be better. Your feedback shapes the final product.

What to Note and Share With Us

1Confusing stepsAny step that you had to re-read more than twice, or called someone to explain.
2Missing featuresThings you need for your shop that the system does not have. Example: Credit sales to regular customers, or doctor-wise prescription tracking.
3Formula errorsIf any number looks wrong — for example stock says 5 but you count 8 on the shelf — note it and tell us.
4App bugsIf AppSheet crashes, does not scan properly, or shows an error message.
5Speed issuesIf entering one sale takes more than 30 seconds, something is too complex and we need to simplify it.
6SuggestionsIdeas to make the system feel more like YOUR shop. Every shop is different.

Beta Testing Period

Beta Start DateWhen you receive this document
Beta Duration30 days (1 month)
Mid-point Check-inDay 15 — short call or WhatsApp feedback
Final FeedbackDay 30 — 10-question feedback form (sent on WhatsApp)
What Happens NextFeedback from all 10 shops is reviewed. Version 1.0 is built with fixes. Beta shops get free access to v1.0.

Section 8: Your Quick Start Checklist

Complete these steps in order. Tick each off as you finish.

DAY 1 — SETUP (One person, 15-20 minutes)
  • Received Google Sheet link  from Profits+015 team
  • Made a copy of the sheet  File → Make a Copy → rename to your shop name
  • Added your shop name  in the yellow cell in Medicine Master tab
  • Added staff names  in Alert Config tab → Staff Names section
  • Shared sheet with staff  Gmail IDs added with Editor access
  • Installed AppSheet on phone  signed in with same Gmail
  • Tested barcode scan once  any medicine in shop — just to confirm camera works
DAY 1-3 — DATA ENTRY (Owner + one employee, 30-60 minutes)
  • Entered all medicines in Medicine Master  at least top 30 fast-moving items first
  • Set MRP and Purchase Price  for each medicine — owner enters cost price only
  • Set reorder level (minimum stock)  per medicine or use default from Alert Config
  • Entered opening stock quantities  as OPENING transactions in Transactions sheet
  • Entered existing batch/expiry info  in Batch Register for current stock
DAY 3 ONWARDS — LIVE OPERATION
  • Every sale entered same-day by employee  no backlogs — enter at time of sale
  • Purchases entered when stock arrives  before storing on shelf
  • Supervisor does morning approval check  takes 10-15 minutes
  • Owner reviews Alert Dashboard weekly  Saturday or Sunday morning
  • Send feedback to Profits+015 team  WhatsApp or email within 30 days
📞 Beta Support Stuck? Something not working? Message us — we respond within 24 hours during beta. WhatsApp / Email: [Profits+015 Support Contact] Mention your shop name and describe what happened.

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