Wholesale transactions, inspection-ready by design

Record every wholesale medicine movement with dealer licence verification, bona fide checks and batch retention built in — so your compliance record is always ready for an inspector, not assembled in a panic.

The problem

Wholesale medicine movements carry a distinct legal obligation: every transaction needs the trading partner's identity, a verified dealer licence, a documented bona fide check and batch-level retention records. When that detail lives in free-text notes or spreadsheets, it cannot be filtered, audited or produced on demand — and that is exactly when it matters most, during an inspection.

The solution

A standalone wholesale compliance register for Odoo 20. Every transaction captures direction, trading partner, dealer licence, bona fide evidence and batch detail in structured fields, blocks confirmation until the compliance checks are complete, tracks retention deadlines automatically, and produces a one-click inspection-ready PDF — all without installing a proprietary pharmacy ecosystem.

Capabilities

Everything a wholesale dealer record needs

Every capability below is implemented in the module.

01

Compliance Gate at Confirmation

Confirmation is blocked until the dealer licence number is present, the licence is verified, and the bona fide check is complete — so a non-compliant record can never be committed.

02

Structured Compliance Fields

Transaction direction, trading partner, dealer licence number, licence verification, and bona fide check status and evidence are captured in dedicated fields instead of scattered free-text notes.

03

Draft to Done Workflow

A clear Draft → Confirmed → Done status lets staff see which transactions are provisional and which are committed, and committed records cannot be silently altered.

04

Batch-Level Tracking

Record the product, batch number, quantity and expiry for every line on a transaction, satisfying traceability and recall obligations.

05

Automatic Retention Dates

Each transaction's retention-until date is computed from the transaction date and an admin-configurable retention period, so the five-year obligation is never left to memory.

06

Retention-Expiry Monitor

A dedicated Retention Monitor view surfaces records that are expiring soon or already past their retention window, turning a passive deadline into an actively managed one.

07

One-Click Inspection Report

Generate a formatted PDF of a transaction's full compliance record — licence, bona fide evidence, batches and retention — ready to hand an inspector on demand.

08

Auto-Sequenced References

Every transaction receives a unique, human-readable reference (WHOLE/YYYY/00001) so records stay unambiguously identifiable across audits.

09

Audit Trail & Collaboration

Chatter logs every change with who and when, scheduled activities keep follow-ups like licence re-verification on track, and followers get notified of updates.

Workflow

How it works

1

Log the transaction

Record the direction, trading partner and transaction date as medicines move in or out.

2

Verify compliance

Enter the dealer licence, mark it verified, and complete the bona fide check with supporting evidence.

3

Confirm and track batches

Add batch lines and confirm — the compliance gate blocks the step until every check passes.

4

Monitor and export

Watch the Retention Monitor for records nearing expiry and export an inspection-ready PDF whenever it's needed.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. It is standalone and depends only on Odoo's core mail and product apps, so it installs directly on a standard Odoo 20 instance.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Pharmaceutical Wholesale Dealer Transaction Register

A compliance gate at confirmation with structured licence and bona fide fields, batch-level tracking and automatic retention dates — plus a one-click inspection report.

Buy on Odoo App Store