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Do a check that the data conversion process correctly converted line items of sales templates

The data conversion process converts your organization's sales template from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process correctly converted the line items of a sales template. For example, you must make sure that the data conversion process correctly converted the products of each line item, and the quantity of each product.

Make sure that you have the equivalent sales template open in your source PIMS.
To make sure that the data conversion process correctly converted sales templates, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Sales Templates.
    The Sales Templates setting
    ezyVet shows the New Sales Template screen.
  3. Find and select the applicable sales template.
  4. Compare the product of the Item column of each line item with the product of each line item of your source PIMS.
    The Item column
  5. Compare the value of the Qty. Low box and the Qty. High box with the quantity of each product of your source PIMS.
    The Qty. Low column and the Qty. High column
You completed a check that the data conversion process correctly converted the line items of sales templates.