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Make sure that the data conversion process correctly converted the price of a sales template

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 a 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 the price of a sales template, do this procedure.
Note: ezyVet customer support recommends that you:
  • Examine a minimum of 10 sales template
  • Examine a sales template that you know well (for example, a sales template that your organization uses frequently)
  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 made sure that the data conversion process correctly converted the price of your organization's sales templates.