Producing a quote

To create a quote

Open the animal’s file and click on NEW ESTIMATE

Select the different medical services and products that you wish to add to your quote.

By clicking on the product / medical service concerned, it will be possible to modify the quantity, the price, or to add a comment, which you wish to see appear next to the service/product, on the quote and the future invoice.

You can also add a comment at the end of your quote :

Either by using one of your text models previously created in MODELS / TEXT MODELS

Or by adding a new comment in COMMENT AREA

You can then SAVE, PRINT or SEND the quote to your client by email and even create a visit based on this quote should it be accepted by the client.

Create an alert regarding an owner or an animal

You can add a comment to an owner’s or animal’s sheet.

To do that, open the owner’s page,

Click on EDIT in the owner’s or animal’s box (depending on whether you want to add your note for the animal or the owner)

 

 

 

 

 

 

 

 

 

 

 

 

 

Click on MISC (miscellous) and add the text of your alert

 

 

 

 

 

 

 

 

 

 

 

 

 

This alert will now appear on the animal’s sheet

You can specify in SETTINGS whether you want alerts to be automatically readable or whether you want them to be readable only when you place your pointer over them.

To do this, click on SETTINGS / GENERAL SETTINGS / DISPLAY and specify whether you want a pop-up window for alerts to appear each time you open a page and whether you want the alerts to be directly visible or not.

Social media