View a Client's Product Sales History

On the Treatments tab of the client's page, the Product Sales History section shows all product sales, including medicines, food, and supply items. 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.

The client's medicine, food, and supply refills history is shown in the Refills section. You can use filters to view all, active, used, expired, or canceled refills. The Refills panel on the right-hand side of the page shows all currently active refills. Read more about adding, using, and canceling refills.

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 at the top of the page. When one patient is selected, select the Unselect button in the drop-down to view all patients.

On the product history page, you can start a new counter sale or use a medicine refill using the shopping cart button on a sales item row.




See Also

Renew a Counter Sale

Use Medicine, Food, and Supply Refills


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