How to add Pet Details on Sales Screen?

How to add Pet Details on Sales Screen?

Pet Details on Sales Screen

 

To maintain record of pets according to the item so that when next time the customer visit we already have the list ready with us.

 

1. Go to Sales->Sales bill->Press Alt+F5 to enter the details of Pet

 

 

 

  1. Click on "Add Pet details" - To add  pet  details

 

 

3. Enter the details like Breed, Type, Color etc for more information an update

 

 

 


 

4.  Once the Sales bill were saved , The pet details added against the customer will be saved.

 

5.To Verify Navigate to "Master" ->Customer ->Edit the customer ->"Pet Details" Tab.


Frequently Asked Questions(FAQ):

Q1. How to create the Pet type?

1. Go to Masters->Customer->Pet Masters->Pet Type

 

PT

2. Click on New Pet Type to add the types or create new entries

3. Add the details like the name of the pet type

For eg:- Dog or Cat is a pet type

Choose the status as "Active"

4. Click on Save to add the details.
PT2 
Q2. What is the purpose of Breed master & how to add?

 

Purpose: To know the kind of the pet to which or to know the category

For eg:- ge.rman shepherd or bull dog etc

 

Steps to create the breed types

 

1. Navigate to Masters->Customer->Pet Masters->Breed Master

 

PT3



 

 

2. Click on Add Breed Master to add the types or create new entries

 

3. Add the details like the name of the breed

Choose the Pet Type i.e. for which Pet type the breed is created

For eg:- Bull dog is a breed type created for Dog 

Choose the status as "Active" and Save.

PT4

4. Click on Save to add the details

Q3. What is the purpose of Color Types and how to create Color Type? 

 

Purpose: To map the color of pet to classify them accordingly

For eg:- black german shepherd or a brown Lab

 

Steps to create the color types

 

1. Go to Masters->Customer->Pet Masters->Color Master

 

PT5


 


Step 2. Click on Add Color Master to add the colors or create new entries

Step 3. Add the details like the name of the colors

For eg:- Grey or brown etc

Choose the Status as "Active" and Save

 

PT6





 

 

    • Related Articles

    • Pet Masters

      What is Pet Masters ? What is the use of it ? Purpose: The Pet Details tab helps identify the customer’s pet category (dog, cat, fish, etc.) so the shop can offer the correct accessories and products. It ensures accurate recommendations and better ...
    • How to set Sales Target in RetailEasy On Cloud

      Purpose: Sales targets can be set for each outlet monthly using the previous year’s monthly sales, along with a defined growth percentage. For Example: If Outlet A sold 10 Lakhs in May 2022, the target for May 2023 would be 11 Lakhs, calculated with ...
    • Sales Target vs Salesman

      Purpose: The created sales targets can be assigned to salesmen, and we can configure the current year sales targets for each salesman by comparing them with last year's targets. Steps to Map Sales Target Vs Salesman 1.Navigate to Sales → More → Sales ...
    • How to Add Transport details in Sales Bill screen?

      There will be a need when at the time of billing, you get the Transporter details. But now, You have added 50+ items and it is not possible to clear all and add it again. Hence we have an option to add the Transporter details in the sales screen ...
    • FAQ of Sales Bill

      1) How to check the Hold bill in reports Go to Reports > Sales > hold transactions > hold bill details 2) If you are using session management, we cannot close the session without clearing the holds bills Yes , we can't close the session without ...