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.
1. Start a new counter sale.
2. Add the 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 remove 'anonymous sale', select the small x at the end of the row. Start typing in the field to search for a client 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.
If the client wants to address the invoice to someone else (for example, their personal business), select the blue pen button in the Payer section to edit the payer information.
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 types of items using the + buttons.
When a client has been selected for the counter sale, you can link a patient to the items (see the next step). Linking patients to sales is useful for recording patient history. Depending on the department settings, linking patients to counter sale items may be required.
4. Link the items to patients.
In the item dialogue, click in the Patient field (1) to open a list of the selected client's patients and select the patient you want to link to the item. If you select the Default patient for this invoice checkbox (2), the patient is also added to all new items as well as to all already added items that have not been linked to a patient.
If you have already added items without a patient, you can also select the question mark link (3) in the patient column to add a patient.
TIP: If your items have barcode data, you can use the search field and a barcode scanner to read the code from the item package to quickly add it to the counter sale, eliminating the need for manual searching.
5. Finalise the counter sale.