Viewing a Client's Product Sales History

To find the client you want to view, go to Records > Clients & Patients, or select the client's name anywhere it is available.

From the client page, select the Treatments tab to view the client's product sales history. The history includes medicines, food, and supply items. You can use the filters to select which sales items to view and whether to view items sold with consultation visits or as counter sales. You can also start a new counter sale from the page using the shopping cart button.

If the same client has several patients, you can view the sales history related to a specific patient or for all patients. To view just one patient's information, select the patient from the drop-down menu under the client's name. When one patient is selected, you can use the Unselect button in the drop-down dialogue to view all patients.

To view sales for an item across multiple clients, you can Generate an Item Sales Report or use the extended search in the Clients & Patients view to filter clients who purchased a specific item.