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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 and draws stock down just as a visit does.

Note
Orders placed and paid for through the client-facing shop have their own queue: see The online shop.

Making a sale#

Selling an item over the counter.
Animated Selling an item over the counter.
  1. Find the client — the header search box is quickest — and open them.
  2. Press Sale.
  3. Press Add and search for the product.
  4. Set the quantity, check the price, and press Add.
  5. Repeat for anything else, then press Done to finish the sale.

Finding the product. Search rather than browse. The badge under each result shows what is on the shelf.

Searching the price list, with stock levels on each result.
Searching the price list, with 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.
Setting quantity and price on a sale line.

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

A sale in progress, with its notes and lines.
A sale in progress, with its notes and lines.

Finishing the sale posts the total to the client's account, dated today, and puts them on the payment queue. FastVet then shows the Send Invoice screen, where you can send the invoice or go straight to taking payment.

What a sale does to stock#

Adding a stocked item to a sale reduces the quantity on hand and records the movement in the item's stock history.

  • Items with no stock on hand can still be sold. They are badged Out of stock.
  • Items at or below their low-count threshold are badged Low stock — 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, and who made it.

Reversing a sale#

Open the client's account, press … on the sale and choose Reverse. The original entry is marked reversed, a matching credit is added, and the stock on the sale is put back automatically. See Reversing a charge.

Note
Reversing needs the Doctor role, and happens as soon as you press the button.

Finding a past sale or invoice#

Home›Search Client›Customer Invoice

Searching for an invoice by number or reference.
Searching for an invoice by number or reference.

If a client asks about an invoice they have in front of them, search by its invoice or reference number here rather than looking through their history.