Counter sales

Selling food, parasite control and accessories over the counter, to somebody standing in front of you.

A sale is a counter transaction that is not tied to a consultation — a bag of food, a tick collar, a repeat of a prescription diet. It charges the client's account exactly as a visit does, and it draws stock down in the same way.

Note

Orders placed and paid for through the client-facing shop are a different job, with its own queue: see The online shop.

Making a sale#

Animated Selling an item over the counter.

Find the client — the header search box is quickest — and open them.
Press Sale.
Press Add and search for the product.
Set the quantity, check the price, and press Add.
Repeat for anything else, then press Done to finish the sale.

Finding the product. Search rather than browse — it is quicker, and the badge under each result tells you what is on the shelf before you promise it to anybody.

Searching the price list, with live stock levels on each result.

Quantity and price. The unit price comes from your price list. Normal is that price; Custom lets you override it for this line alone, and any other buttons are your other price groups. The total updates as you change the quantity.

Setting quantity and price on a sale line.

The sale itself. Every line is listed with a running total. Internal Notes stay with the sale for staff; Client Notes print on the client's copy.

Note

Finishing the sale posts the total to the client's account and puts them on the payment queue. Take the money in the same visit unless the client is on account.

What a sale does to stock#

Selling a stocked item reduces the quantity on hand immediately and writes a line into the stock ledger, so the movement can be traced later.

Items with no stock on hand are still sellable — FastVet badges them Out of stock rather than blocking the sale.
Items that have fallen to their low-count threshold are badged Low stock, which is your cue to reorder.
Services and procedures carry no stock and are unaffected.

Tip

If your counts drift, the stock history shows every movement in and out with who did it, which is usually enough to find the cause.

Reversing a sale#

A sale can be reversed from the client's account. The original entry is marked reversed and a credit is written against it, so the history stays honest.

Careful

Reversing the sale returns the money, but check whether the stock also needs putting back — a returned bag of food goes back on the shelf, a dispensed medicine usually does not.

Finding a past sale or invoice#

Home›Search Client›Customer Invoice

Searching for an invoice by number or reference.

If a client rings about a document they have in front of them, search by the invoice or reference number rather than hunting through their history.