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 Pre-sell products.
Search or browse.
Select a product to add it as a pre-sale.

When the switch is enabled:

Only eligible products are shown
Consumables are excluded
The consumables filter is automatically turned off

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. Click the tag to mark as supplied.
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.
1. To easily find your presold sales, click on the icon to launch the modal
2. 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