Do a check that the data conversion process correctly converted your organization's 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 converts your organization's sales templates.
Make sure that you have the equivalent sales template open in your source PIMS.
Note: ezyVet customer support recommends that you:
- Do a check of a minimum of 10 sale template records
- Do a check of a sales template record that you know well (for example, an sales template record that your organization uses frequently)
- Select Financial.
- Select Sales Templates.ezyVet shows the New Sales Template screen.
- Compare the sales templates of the left sidebar with the equivalent sales templates of your source PIMS.