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Do a check that the data conversion process correctly converted the price 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 converts the total price of each sales template.

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 value of the Total Amount box of the ezyVet sales template with the total value of the sales template of your source PIMS.
    The Total Amount box
You completed a check that the data conversion process correctly converted the price of your organization's sales templates.