Reporting cycle

A month that fits pharmacy hours

Operators who keep ledgers still need a calm rhythm: when files are due, when the pack arrives, and when the conversation happens. This cycle is the custom shape of our monthly reporting work.

Pharmacy operator reviewing monthly stock figures under a desk lamp

Day 1–3

File intake

You send ledger extracts, shortage notes, and any branch manager comments by the agreed cut-off. We confirm receipt and flag missing columns before compilation starts.

Day 4–8

Compilation

Movement highlights, a 60-day expiry attention list, and shortage patterns are shaped into a short pack. High-value SKUs get a second look when numbers disagree with recent history.

Day 9–10

Operator briefing

A 45-minute call walks the pack. The goal is a shared watch list — usually three to five SKUs — and clear ownership for supplier calls versus second counts.

Rest of month

Watch & prepare

Your team works the list while we note questions for the next cycle. Stock Visibility Reviews can feed the first month when shelves and ledgers need a baseline.