3. Create Sales Entry for Diagnostic

This section describes how to create sales entry for the diagnostic center.

Create a Sales Entry / Sales Order., when the patient visits for the diagnostic tests.

Steps to create Sales Entry

1. Go to Menu -> Sales

2. At top App Bar, click on Add icon, and select Sale.

3. In Items section, add Diagnostic test details.

   • The Diagnostic test must be present in the inventory.

   • Search for your test and add it to the sales order.

4. Click Save & Continue

5. In Customer section, add patient details.

   • If the patient is already added to database, Search for your patient and add to the sales order.

   • If the patient is new, click on New Customer checkbox and add patient details like Name, Lab No, Phone, Age, Sex, Address, State etc.

6. Click Save & Continue

7. In Home Collection section, add details

   • Reference Doctor - Enter the name of the Reference Doctor.

   • Home Collection - Mark it as true, if there is a Home Collection

   • Collection Charges - Enter the charges to collect the sample from home.

8. Click Save & Continue

9. In Payment section,

   • Pay Now - If the payment is made with the sale.

   • Pay Later - If the sale is on credit and payment to be made later.

   • If there is an overall discount to the sale, it can be added in this step.

10. Click Save

Using the above steps, the new Sales Entry is successfully created.

Review and Approve the Sale

If the Sales details are correct, meaning the patient and diagnostic test entries are correct, click on Review and Approve.

Before Approving the Sales Entry, it can be deleted.

Once the Sales Entry is approved, it can not be deleted, but YES it can be canceled.

Accounting

After the Sale is Approved,

1. Inventory is updated automatically.

2. Accounting is done automatically.