PharmIT

Switching to PharmIT

Go live without retyping a thing.

A guided onboarding centre walks you through every mandatory master. Migration brings masters, stock and balances across from the software you use today, and your old records stay readable after cutover.

How it works

Four steps from your current system to PharmIT.

  1. Set up the company

    Legal identity, GSTIN, licences, branches, divisions, godowns and number series — guided step by step.

  2. Bring your data

    Customers, suppliers, products and salesmen imported from your current system or a spreadsheet.

  3. Load opening positions

    Opening stock batch-wise and customer and vendor outstanding balances at cutover.

  4. Go live

    Bill in PharmIT from day one, with the previous system’s registers still readable.

PharmIT ERP

Onboarding and migration in the ERP

  • Onboarding Center

    Guided day-zero setup that walks a new company through every mandatory master.

  • Migrate from Other Software

    Imports masters, stock and balances from an existing ERP so nothing is retyped.

  • Import Customers / Suppliers / Products / Salesmen

    Spreadsheet import for each master.

  • Opening Stock

    Loads opening batch-wise stock when going live.

  • Import Stock (CSV)

    Bulk opening stock upload from a spreadsheet.

  • Opening Balances

    Loads customer and vendor outstanding balances at cutover.

  • Legacy Registers

    Read-only access to sales, purchase, stock and ledger data from the previous system.

  • Tally Export

    Exports vouchers in a form Tally can read.

  • Entity Type Migration

    Changes a branch's business model and applies the right control set.

PharmIT SFA

Your field history, brought across

  • Tenant Onboarding

    Sets a new company up on the platform.

  • Legacy Import

    Brings masters and history across from the previous SFA.

  • Sync Stockists from ERP

    Pulls stockist masters across from the ERP.

  • Upload Templates

    Standard templates for bulk data upload.

HR & Payroll

Employees loaded in bulk

  • Bulk Import

    Loads employees and their data from a spreadsheet.

  • Employees

    The employee record — personal, job, pay, statutory and document details.

  • Statutory Setup

    Registration numbers and rates per company.

  • Custom Fields

    Extra fields added to the employee record.

Questions buyers ask

Do we have to retype our masters?

No. Migration imports masters, stock and balances from your existing software, and each master — customers, suppliers, products and salesmen — can also be imported from a spreadsheet.

What happens to our old data?

Legacy Registers give read-only access to sales, purchase, stock and ledger data from your previous system, so history stays available after cutover.

Can we keep sending vouchers to Tally?

Yes. Tally Export produces vouchers in a form Tally can read.

Plan your move with us.

Tell us what you run today. We will map your masters, opening stock and balances into PharmIT and agree a cutover date.