Make a quick sale from a record

Sell without leaving the record: a panel opens at the side with the animal and client already filled in, and the record stays open underneath.

Before you begin

• To take payment, your cash register must be open. You can build the sale first.
• Items must be in the catalog, with a price.

Steps

1. Open the animal record, click ⚡ and then Sale. In a client or product record, use the record's own sale action.
2. In Medication, product or service, search for the item and click it. Repeat for each item.
3. Set the Quantity with + and −. For a discount, use Price and discount on the item or Discount all items.
4. Check the Total and click Close and receive.
5. Choose the Payment method, check the Amount and confirm. See Receive a payment.

Done

The receipt opens. When you close the panel, you are still on the same record.

If the animal already has an open account, the quick sale continues it. A new account is only saved when you add the first item.

Quick sale or point of sale?

Use the quick sale during care, without losing the record. Use the point of sale at the counter, for sales with many items or no animal.

If something goes wrong

• "Open your cash register before completing the sale.": click Open cash register in the same window.
• "Price not configured": the item has no price in the catalog. Ask an administrator to set it.