Overview
Product Presell allows you to sell non-consumable products that are currently out of stock and supply them later when inventory becomes available.
This is helpful when:
A Pet Parent wants to purchase an item that hasn’t arrived yet
You’re waiting on a delivery from a supplier
You want to secure the sale before stock is physically in your clinic
You need to make a special order for an expensive product
You can use Product Presell in:
Counter Sell
Patient Record
When enabled, a Pre-sell products toggle appears at the bottom of the Product search area, allowing you to filter and add eligible products as pre-sales.
Before You Start
To use Product Presell, the following must be enabled:
1️⃣ Clinic Preference
Your clinic must enable the functionality in Clinic Preferences:
Administration → Clinic Profile → Preferences tab → Enable pre-sale feature
2️⃣ User Permissions
You must have the following permission in the Mange Billing section enabled:
Manage Pre-Sales (Manage Stock section)
Create / Edit Counter Sales (for Counter Sell only)
If you don’t see the option, ask your clinic Administrator to update your User Role and Permissions.
3️⃣ Client Required - Counter sales
A Client (Pet Parent) must be selected when adding presold items.
❗If you attempt to remove the client, you’ll see a warning:
“A client is required when preselling a product.”
Where to Find Product Presell
The Pre-sell products toggle appears at the bottom of the Product search card next to the Consumables toggle.
You can access it in:
✅ Counter Sell (after adding a client to the sale)
Go to Counter Sell → Add Products section.
Turn on Pre-sell products inside the product search.
✅ Patient Record
Open a Patient record → Plan/Billing section.
In the services and products search area, select the Products tab, then turn on Pre-sell products.
Which Products Can Be Pre-Sold?
A product is eligible if it is:
Has zero stock available
Not a consumable
❌ Consumable products cannot be pre-sold.
If attempted, you will see an alert: “Cannot pre-sell consumable products.”
How to Pre-Sell a Product
Open Counter Sell, or a Patient Record Plan or Billing section.
Select the Products tab.
Turn on Show Out-of-Stock Products.
Search or browse.
Select a product to add it as a pre-sold.
When the switch is enabled:
Only eligible products are shown
Consumables are excluded
The consumables filter is automatically turned off
💡Presold products are automatically adding to the Shopping List.
The products are also tagged on the Stock page.
❗This will ensure that the products are not omitted from your next order.
Shopping List
Stock
Understanding Presold Labels
Presold products are clearly marked across the system.
Label | Tag Colour | What It Means |
Presold | Purple | Product has been sold but not yet supplied (awaiting stock). |
Presold (quantity) | Purple | Total presold quantity across sales. Click on the icon to view details. |
Presold + In stock (quantity) | Blue | Stock is now available. |
Presold & Supplied | Grey | Product was presold and has now been supplied to the client. |
Where You’ll See Presold Tags
You’ll see presold indicators in:
Counter Sell
Patient Record Billing section
Product search results
Shopping List
Purchase Orders
Inventory (Stock page)
Clicking a Presold tag opens the Presold Details modal, where you can see:
Related sales which have not been supplied to the client
Client names
Quantities awaiting supply
How to Mark a Presold Item as Supplied
Once stock becomes available:
Locate the sale line with Presold – In stock.
To easily find your presold sales, click on the icon to launch the modal
Next click on the relevant Sale ID hyperlink to open the sale
Click the tag.
Confirm: “Mark this item as supplied to client?”
The system:
Deducts stock
Updates inventory records
Changes status to Presold & Supplied
❗If there is not enough stock, you’ll see:
“Insufficient stock available to supply this pre-sale order.”
When Should You Use Product Presell?
Use Product Presell when:
A Pet Parent wants to secure a product before it arrives
You’re waiting on supplier delivery
You want to track outstanding product commitments clearly
You want inventory and financial records to remain accurate
‼️Do not use pre-sell if you have the stock physically available.
💡If stock is on hand but shows as zero, use 'adjust your stock here' link to update/correct the stock quantity.
How To Avoid Reselling a Presold Product
Once the product arrives in stock, it will appear in the general product search just like any other item.
To help you identify items that are already committed to a client, a Reserved tag is displayed next to the Total Quantity.
This tag indicates that part (or all) of the available stock has been presold and must be supplied to the client who originally ordered it.
‼️To prevent accidental reselling, make sure you do not use the reserved quantity when adding the product to another record or counter sale.
How to ensure a presold product is supplied to the correct client
When the ordered stock arrives and you receive it into inventory, you can quickly identify and fulfill any presold items.
1. Review the list of presold sales during stock receiving
At the time of receiving the product, you can open the Presold Items modal. This modal displays all sales that include this product, along with a direct link to each sale.
2. Open the linked sale to confirm the client
If the sale is attached to a medical record: Selecting the link will take you to the record. The left‑hand toolbar includes the client’s details, making it easy to contact them directly from that page.
If the sale is a counter sale: Use the global search in the top toolbar to look up the client by name and reach out to them as needed.
3. Reserve the presold quantity immediately
To avoid accidental reselling, we strongly recommend setting aside the presold items as soon as they are received. This ensures the correct client receives the product they pre‑ordered and prevents the reserved quantity from being used in other sales.