Inspection readiness

Steps

1. Open Reports → Inspection Readiness. Click Reports in the left menu — this opens the Reports hub, a page of cards, not a sub-menu — then click the Inspection Readiness card. The page loads automatically — there's no date range to pick. A back arrow next to the title returns you to the hub.

   

2. Read the top banner (1). It shows Inspection Ready (green) if every check passes, or Action Required (yellow) otherwise, with a count like "7 of 7 checks passed" and a Data as of line — the exact time this snapshot was pulled, since nothing here re-queries live as you read it.

3. Check License & Registration (2). Drug License (Form 20), Drug License (Form 21), GSTIN, and FSSAI License — each shows a green check if it's set, or a red mark if it's missing.

4. Check the Stock Alerts cards (3). Expired Batches, Near-Expiry batches (within 90 days), and Low Stock products — each is a number; 0 is good.

5. Check Drug Register (Current Month) (4). This is the combined Schedule H1 + H + X register — the same one RPT-04 shows — not H1 alone. Alongside Total Entries, By Schedule (a split like "H1 4 · H 8 · X 0") and Voided Entries, Not in the register is the one that matters most: it counts dispensed Schedule H/H1/X lines this month that have no matching register row. Zero is the only compliant value — anything else is a gap, not just a low count.

6. Check the Compliance Checklist at the bottom. It has its own seven pass/fail rows: the same four licenses, No Expired Stock on Shelf, Near-Expiry Stock Managed (passes at 10 or fewer near-expiry batches — a different number from the 90-day window above), and Drug Register Maintained, which passes only when Step 5's "Not in the register" count is zero.

7. Fix each failing item. For example: expired stock → INV-03; missing license numbers → update them in Store Settings.

8. Export (5). Use Export CSV, Export Excel, or Export PDF at the top right to keep a dated copy, or hand it to the inspector directly.

9. Re-run until green, and keep the monthly habit. Click Refresh (6) any time to check again after fixing something.