A counter sale is a common sales activity for veterinary practices which does not include a full consultation and veterinary visit. For example, items such as food, toys or other supplies can be sold as counter sales. Provet Cloud includes an independent counter sale function separate from the consultation functionality.
Performing a New Counter Sale
1. Start a new counter sale.
On the Dashboard, select Counter sale in the top right corner. You can also start a counter sale from a client and patient page.
2. Select a client for the sale.
When you start from the Dashboard, the new sale is created with 'Anonymous sale' in the Client field which means that the sale is not connected to any client. However, it is recommended that you connect counter sales to specific clients and patients if possible.
To search for a client, start typing in the Client field and select the client from the list. If the client does not yet exist in your system, you can select New client to create a client. When you start a counter sale from a client and patient page, the selected client and patient are automatically added to the counter sale page.
3. Add the items for the counter sale.
Under Items, add the items for the counter sale. You can search for all available items using the search field or add different items separately using the + buttons.
4. Link the items with patients.
When a client has been selected, you can link a patient to the items of the counter sale. Linking patients to sales is useful for recording patient history. Depending on the department settings, linking patients to counter sale items may be required.
Select the question mark link in the patient column (1). In the Link patient dialogue, click in the Patient field to open a list of the selected client's patients and select the patient you want to link to the item (2). If you want to link the same patient to all the items in the sale, select the Default patient for this invoice check box.
5. Finalise the counter sale.
Renewing a Counter Sale
When a client wants to buy items they have purchased before again, you can view the client's product sales history and renew a previous counter sale.
1. Find the client's previous counter sales.
Find the client's product sales history on the Treatments tab of the client page.
2. Select the items to sell again.
To sell an item again, select the shopping cart button at the end of the item row (1). If you want to sell several items, click the rows you want to include and select Add to counter sale (2). Adjust the information in the Add products to sale dialogue if needed (3) and select Continue (4).
For information about medicine refills, see Using Medicine or Food Refills and Renewals.
3. Finalise the counter sale.