Skip to main content

Sales Management in Veetz: A Complete Overview

Every day in a veterinary clinic or pet shop, someone sells something: a consultation, a vaccine, a bag of food, a bath. The Sales module in Veetz turns that daily movement into organized records — from the first quote to the final report — while keeping the counter fast and the whole team on the same page.

This guide is your map of the module. Each area has its own detailed tutorial, linked below.

Who uses this module?

The Sales menu is available to users of a Veetz subscription. Receptionists open accounts, veterinarians and groomers add what they perform, and the front desk closes the sale. If you don't see Sales in your sidebar, ask the administrator of your workspace.

Finding the Sales Menu​

From the main dashboard, look at the left-hand sidebar and click on Sales. The menu expands into four areas:

  • Point of Sale: A dedicated, fast screen to open accounts and register products and services.
  • Explore sales: Find any sale and follow its operational execution.
  • Quotes: Issue, revise, accept, and convert quotes into sales.
  • Sales reports: Review commercial sales, returns, and production credit.

The Journey of a Sale​

A sale in Veetz can start in different ways, but it always follows the same commercial journey:

quote → review and acceptance → conversion into a sale → items and execution → closing (or cancellation) → return, if needed → reports.

You can also skip the quote entirely and start directly at the point of sale — that's the everyday counter flow.

Counter sale, with or without a client​

A quick sale — someone walks in and buys a leash — doesn't require identifying anyone. Veetz labels it a Counter sale. When the purchase is tied to an animal's care, you link the Client (the person responsible) and the Patient (the animal), and the sale becomes part of that patient's story.

The open account: reception, exam room, and cashier working together​

A hospital or clinic visit rarely ends in one step. Veetz supports an open account: reception opens the sale with the client and the patient, each professional adds the products, services, and procedures they perform, and the cashier reviews and closes the account at the end. The tutorial Working with Open Sales covers this flow in detail.

Four Things That Look Similar but Are Different​

Understanding these four dimensions is the key to reading any sale in Veetz. The sale details screen shows one card for each:

  • Commercial: Is the sale Open, Closed, or Cancelled? Closing a sale is a commercial decision — it means "this account is final."
  • Financial: Payment status is managed separately. Closing a sale does not mean the money was received. Charging, receipts, and refunds belong to the payments area of Veetz.
  • Stock: Each item can leave stock untouched, consume it, or reserve it. See Products, Services, Prices and Stock Behavior.
  • Execution: Services and procedures have their own operational life — pending, in progress, completed — independent of the commercial total. See Executions and Operational Instructions.
Keep this distinction in mind

"The sale is closed" and "the sale is paid" are different statements. A closed sale can still be awaiting payment, and an open account can already have services fully executed. Veetz shows each dimension separately so nothing gets mixed up.

Where to Start​

If you are new to the module, follow the tutorials in the order of a typical day:

  1. Creating a Sale at the Point of Sale — the essential counter flow.
  2. Customer, Patient and Sale Context — linking the right client and animal.
  3. Products, Services, Prices and Stock Behavior — how each item affects your inventory.
  4. Production Credit and Participants — recognizing who performed the work.
  5. Working with Open Sales — the shared account between reception, exam room, and cashier.
  6. Managing Sales and Statuses — finding sales, closing, and cancelling.
  7. Executions and Operational Instructions — tracking the work itself.
  8. Pickup, Delivery, Shipping and Collection — getting products to the client.
  9. Documents and Attachments — consent forms, certificates, and other files.
  10. Creating and Managing Quotes — the full estimate cycle.
  11. Returns and Corrections — when something comes back.
  12. Sales Reports and Exports — reading your commercial numbers.
  13. Offline Use, Synchronization and Troubleshooting — what to do when the connection drops.
Works offline where it matters

The point of sale and quotes keep working without internet: your actions are saved on the device and synchronize automatically when the connection returns. Reports and document uploads require a connection. Details in Offline Use, Synchronization and Troubleshooting.

If you encounter any difficulties during this process, do not hesitate to contact our support.