Sales Management Overview
Discover veterinary sales management in Veetz: point of sale, quotes and estimates, open accounts, service execution, pickup and delivery, returns, and commercial reports for veterinary clinics and pet shops.
Creating a Sale at the Point of Sale
Step-by-step guide to the Veetz veterinary point of sale: open an account, search products and services, adjust quantity and price, and complete the sale at your clinic or pet shop counter.
Customer, Patient and Sale Context
Link the client and the patient to a sale in Veetz, fix a wrong selection before adding items, and understand why one sale serves only one animal in your veterinary practice.
Products, Services, Prices and Stock
How products, services, and procedures behave in a Veetz sale: search variants, adjust price and discount with a reason, choose a storage location, and understand consume, reserve, and no-stock policies.
Production Credit and Participants
Divide production credit between veterinary professionals in Veetz: participant roles, percentages that total 100%, required reasons, and the difference between credit, execution, and commission.
Working with Open Sales
Run an open hospital account in Veetz: reception opens the sale, veterinarians add services during the visit, and the cashier closes it — with safe collaboration between devices and users.
Managing Sales and Statuses
Find any sale in the Veetz explorer, read the sale details screen, and close or cancel a sale safely — with clear rules about Open, Closed, and Cancelled statuses for veterinary order management.
Executions and Instructions
Track veterinary service execution in Veetz: start and complete executions, create operational instructions with priority and responsible, and tell notes apart from actionable tasks.
Pickup, Delivery and Shipping
Register customer pickup, delivery, shipping, and collection on a Veetz sale: contact, address, scheduled window, responsible person, and every fulfillment status explained for veterinary teams.
Documents and Attachments
Attach consent forms, certificates, and files to a Veetz sale: allowed formats, 3 MB limit, categories, opening and removing documents with a reason, and care with personal data.
Creating and Managing Quotes
The complete veterinary quote and estimate cycle in Veetz: draft, issue, revise with a reason, register acceptance or rejection, handle expiry, and convert the accepted quote into a sale.
Returns and Corrections
Understand commercial returns on a Veetz sale: when to use a return, how to read the Returns tab, what happens to stock, and why a commercial return is not a payment refund.
Sales Reports and Exports
Read the Veetz commercial sales report: filters by period and status, gross sales, discounts, cancellations, returns, production credit per participant, product rankings, CSV export and printing.
Offline Use and Troubleshooting
Sell without internet in Veetz: recognize offline mode, trust local saving and automatic synchronization, resolve conflicts between users, and prepare the right information for support.