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Make sure that a product record has the correct tax rate

The data conversion process converts product records from your source practice information management system (PIMS) to your ezyVet site. You must make sure that the data conversion process correctly converted the tax rate of the product.

Make sure that you have the equivalent product record open in your source PIMS.
To make sure that a product record has the correct tax rate, do this procedure.
Note: ezyVet customer support recommends that you:
  • Examine a minimum of 10 product records
  • Examine a product record that you know fully (for example, a product record of a product that your staff use frequently)
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
    ezyVet shows the configured product records of your site.
  3. Find and select the applicable product.
    ezyVet shows the product settings.
  4. Compare the value of the Tax Rate box with the value of the tax rate of the equivalent product record of your source PIMS.
    The Tax Rate box
You made sure that the data conversion process correctly converted the tax rates of product records.