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Templates for estimates

Submitted by Northern Illawa... on Tue, 01/05/2018 - 15:01
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How do we use templates to give estimates to prospective clients without using a specific pet? For instance when someone rings up about a dental, when you look up products, there is no price. 

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Re: Templates for estimates

Submitted by tanderson on Tue, 01/05/2018 - 15:36.

There isn't any support for that at present, although it would be a good feature.

You need to have a customer and patient to expand templates, as it uses the following attributes which can affect the price:

  • the patient species
  • the patient weight
  • any customer and patient discounts
  • any customer tax exclusions
  • location based prices

Re: Templates for estimates

Submitted by Northern Illawa... on Wed, 02/05/2018 - 13:31.

OK thanks

Matt O'Donnell

Northern Illawarra Veterinary Hospital

332 Princes Hwy

Bulli NSW 2516

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