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Migrate from your current system

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Switching Guide

SWITCHING GUIDE

How to Switch to PharmaSync — Step by Step Guide

Switching pharmacy systems doesn't have to be stressful. We handle the data migration, configuration, and training — so you can focus on running your pharmacy.

No credit card required • 14-day free trial • Free setup support

WHEN TO SWITCH

Signs It's Time to Switch

If any of these sound familiar, your pharmacy has outgrown its current system

Growing Pains

Your current system can't keep up. Slow checkouts, stock confusion, and reporting takes hours instead of minutes.

Expiry Losses Mounting

Products keep expiring on your shelves because you have no automated tracking. Every expired item is money lost.

Compliance Pressure

PPB inspections are getting stricter. You need proper records for controlled substances, batch tracking, and dispensing history.

Opening a Second Branch

You can't manage two locations with spreadsheets or a standalone POS. You need centralized, real-time multi-branch visibility.

Insurance Claim Delays

Manual NHIF and insurance processing is slow, error-prone, and delays your reimbursements by weeks or months.

PREPARATION

How to Prepare for the Switch

A little preparation goes a long way. Here's your pre-migration checklist.

Step 1

Export Your Current Data

Export your product list, supplier contacts, and customer records from your current system (spreadsheet, POS, or notebooks). We accept CSV, Excel, or even photos of your records.

Step 2

List Your Products & Suppliers

Prepare a list of all products you stock with purchase prices, selling prices, and current quantities. Include your supplier names and contacts.

Step 3

Identify Staff for Training

Decide who will be using PharmaSync and their roles (admin, pharmacist, cashier). We'll set up personalized access and train each role.

Step 4

Choose a Quiet Week

Pick a week with lower foot traffic for the migration. Mid-month Tuesday-Thursday is usually ideal. The switch itself takes 1-2 days.

THE PROCESS

The Migration Process

From first call to go-live in as little as one week. Here's exactly what happens.

1

Assessment Call

30 minutes

We understand your current setup and plan the migration.

Review your current system and data

Identify specific needs and workflows

Plan the migration timeline

Answer all your questions

2

Data Import

1-2 days

We import your existing data into PharmaSync.

Product catalog with prices and quantities

Supplier information and contacts

Customer records and balances

Opening stock balances

3

Configuration

2-4 hours

We set up PharmaSync for your specific pharmacy.

M-Pesa and payment integrations

Receipt printer and barcode scanner

Staff accounts and permissions

Insurance provider setup

4

Staff Training

2-3 hours

Hands-on training for your team, role by role.

POS and sales training for cashiers

Inventory management for pharmacists

Reporting and admin for managers

Practice with real scenarios

5

Go Live

Day 1

Start using PharmaSync with our team on standby.

We're available via WhatsApp all day

Real-time support for any questions

Quick fixes for any issues

Confidence check at end of day

YOUR FIRST WEEK

What to Expect in Your First Week

A day-by-day guide to getting comfortable with PharmaSync

Day 1-2

Getting Comfortable

Process your first sales with PharmaSync POS

Get familiar with barcode scanning and search

Our team is on standby for instant support

Day 3-4

Building Confidence

Run your first end-of-day reports

Process an insurance claim digitally

Check stock levels and reorder suggestions

Day 5-6

Exploring More

Set up customer profiles and loyalty

Create your first purchase order

Review your first weekly analytics

Day 7

Review & Optimize

Check-in call with our team

Fine-tune any settings or workflows

Plan for advanced features rollout

ROI TIMELINE

When You'll See Results

PharmaSync starts delivering value from day one, with full ROI typically realized within 3 months

Week 1

Inventory Accuracy

Real-time stock visibility eliminates guesswork. You know exactly what you have, where it is, and what's running low.

Month 1

Expiry Prevention

Automated expiry alerts prevent your first batch of near-expiry products from going to waste. FIFO ensures older stock sells first.

Month 2

Time Savings Compound

Staff spend less time on paperwork and more time serving customers. Daily closing takes minutes instead of hours.

Month 3

Full ROI Realized

Between reduced expiry losses, fewer stockouts, faster insurance claims, and time saved — PharmaSync has paid for itself many times over.

Ready to Make the Switch?

Start your free 14-day trial today. We'll handle the data migration, configuration, and staff training — all included for free.

No credit card required • 14-day free trial • Free setup support

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