Introduction

A client's product sales history is available on the client's page. The sales history shows the client's all product sales, including medicines, food, and supply items. Sales can also be renewed from the product history page.

Viewing a Client's Product Sales History

To view a client's product sales history, go to the Treatments tab on the client page. You can use the filters to select which sales items to view and whether to view items sold with consultation visits or as counter sales. To hide the duplicates of items purchased more than once, select the Filter duplicates of same item checkbox. Using the eye icon on a sales item row, you can view the related invoice.

If the same client has several patients, you can view the sales history related to a specific patient or for all patients. To view just one patient's information, select the patient from the drop-down menu under the client's name. When one patient is selected, you can use the Unselect button in the drop-down dialogue to view all patients.

Renewal Purchases and Refills

On the client's product history page, you can also start a new counter sale or easily complete a medicine refill using the shopping cart button on a sales item row.

See Also

Performing Counter Sales

Using Medicine or Food Refills and Renewals