Customers & license verification
Manage customer accounts, state licenses, DEA details, verification history, and expiration dates.
The connected pharmacy operations workspace
From license verification to delivery, stay accountable at every step.
Bring customers, purchasing, lot-level inventory, orders, quality, and fulfillment into a clearer operational view for pharmacies, wholesalers, distributors, and compounding suppliers.
Operations snapshotIllustrative · Not live data
Lot P-2048FEFO allocated
Customer licenseVerified
DEA Schedule IICheck
ShipmentIn transit
Built for
Retail & specialty pharmaciesWholesalers & distributorsCompounding suppliers3PL-managed inventory
Platform
The work behind every order, connected.
Move between the account, the product, the lot, and the decision without losing the operational context.
Sales orders & customer portal
Connect catalog browsing, reordering, order status, and customer-to-staff messaging.
Inventory, lots & expiration
Track lots across warehouses with FEFO allocation, transfers, cycle counts, and scanning workflows.
Purchasing & vendors
Manage purchase orders, vendor licenses, product sourcing, and contract pricing.
Shipping & tracking
Follow shipments, tracking updates, and delivery exceptions alongside their orders.
Accounts receivable
Keep invoices and payments together, including card, ACH, and offline payment records.
Quality management
Work through deviations, complaints, CAPA, recalls, controlled documents, and lot traceability.
Compliance & traceability
Know what happened. Know what comes next.
Make the checks and records surrounding regulated operations visible to the people responsible for them.
- Review state license and DEA information as orders and purchase orders move forward.
- Trace inventory lots back through receipts, purchase orders, and vendors.
- Coordinate recalls with affected-lot tracking and customer notices.
- Keep an audit trail of critical actions and decisions.
- Apply role-based permissions within each organization’s workspace.
Operations
A traceable path from receiving to payment.
Keep warehouse work, fulfillment, and financial follow-through connected to the same operational record.
Receive
Record incoming stock against purchasing and lot details.
Store
Keep quantities, locations, status, and expiration in view.
Allocate
Use FEFO to prioritize eligible lots for fulfillment.
Ship
Connect shipment and tracking activity to each order.
Invoice
Carry fulfilled orders through billing and payment.
Intelligence & automation
Signals to review. Decisions that stay yours.
Daily context and assisted workflows help teams focus on what matters. AI output is for human review, not a replacement for professional judgment or required approvals.
Daily briefings
Bring operational signals and priorities into one reviewable view.
AI recommendations
Review suggested actions before anyone approves or applies them.
Ask inteliRx
Explore operational questions with an assistant, then verify its output.
Workflow automation
Use rules and approval steps to coordinate repeatable work.
One accountable view
Bring the details into focus.
Connect the work that moves products safely from source to customer.