Introduction

Provet Cloud offers automatic invoice discount functionalities known as discount schemes. Based on defined time frames, client or patient tags, and/or item criteria, discount schemes will automatically trigger and apply the assigned discount percentages when applicable.

Client-specific automatic discounts are also supported. Please see THIS ARTICLE about this feature.

Creating Discount Schemes

Discount scheme settings can be found by follow: Settings > Items & lists > Discounts

1. Use the 'Add' button to begin creating a new discount scheme.
2. A name for the discount scheme must be defined.
3. Define additional information rules which control when the automatic discount scheme will apply. At minimal, 'to whom' and 'items' rules must be defined. Reference specific discount scheme rule descriptions below for additional information about each type. Multiple rule types can be added using the corresponding 'Add' button.
4. When all information has been appropriately defined, select 'Save'.

General Info

General Field allows for the name and amount to be discounted, in percentage or dollar amount. The minimum sum would be the minimum currency amount discounted from the invoice.

'When' Rules

This option would allow you to create a time frame for the discount to be applied. Ideal for something like Dental Month.

'To Whom' Rules

This rule type defines who this discount can apply to. Military, Rescues, and Senior are examples. If specific tags are created applied, discounts will apply. Specific clients, patients, or species of animals can receive the discount.

'Items' Rules

Rules can be set for different items, item subgroups, item types, etc. Specific medications can be discounted a certain amount as well as vaccines or procedures within the same scheme when added to the invoice.

'Bulk Discount' Rules

Bulk discounts refer to the amount of an item sold at a discounted rate.

A default percentage (%) or currency amount as a minimum sum to be discounted will need to be defined, and if the staff should know certain information regarding this scheme, notes can be entered in the 'Internal Notes' section.

Discount schemes need to follow certain 'Rules'. These criteria are set by listing 'When' you want the scheme to apply (ie. dental month), 'To Whom' does it apply, to a specific client, patients, a specific species, All Clients or you can even have the scheme based from a tag. 

Military Discount Example: Name your Discount and define the amount for the discount. You can clarify that the client may need to show ID before the 'Military' tag be applied to the client. Each time the client comes in the Military discount should be applied to whichever items or services have been invoiced.

Using Discount Schemes

Using Multiple Discount Schemes

Multiple discount schemes can be utilized in a visit or applied to a client/visit in Provet. Should there be overlapping or conflicting schemes, for example, a 20% Dental month, which is set for a specific month,  and also a 10% Bulk food which includes 12 cans of food purchased in the same visit, only ONE of the schemes will apply and it will be the larger discount. Not the combination of both. 

Example of Dental and Bulk food scheme:

Discounts Report

Provet Cloud offers a discount report which gives a quick overview of applied discounts. The discount report can be found by following: Reports > Financial > Discounts

Use available filter fields to prepare a discount report as needed.

Customisation Options

User Permissions

To access these settings, you must have applicable user permission. If a user needs access, they will need to speak with their administrator user management team.

Sell Items at Wholesale Price to Selected Clients

This setting can be found by following: Settings > Items & Lists > Discounts > Discount Settings >

Sell items at wholesale price for clients with tag. 

When enabled, the setting discounts all items to wholesale price for clients with the matching assigned tag.