Create document: Delivery note

In the process of veterinary work, the treatment document is the basis for preparing the final document of the invoice or delivery note. 

In this chapter, we will present an example of creating a delivery note. The invoice or delivery note document is created via the button  (Create document). The functionality is located on the treatment document under the tab Service performed, which we access in the menu Veterinary | Treatment.

TIP For more detailed information about the program forms, read in the PANTHEON VET Guide, in the chapter Create document.

CASE DESCRIPTION Two animals were brought to the veterinary clinic from the shelter, which were found to be poisoned. The veterinarian treated the animals and prepared a treatment document with details about the intervention. The receptionist prepared the delivery note document. The process was carried out with the following steps:  Creating the treatment document and entering data into the tabs Creating the delivery note document

1. Creating the treatment document and entering data into the tabs

The responsible person creates the treatment document, then enters the details about the animal's owner and the reasons why the animal is in the treatment process. 

The detailed procedure is described in the chapter Entering treatment (general). 

In our case, the responsible person creates Treatment: 23-CLI3-000016.

2. Creating the delivery note document

The responsible person has entered all the data in the treatment document, and now wants to create the delivery note document. 

• The responsible person clicks on the tab Service performed, sub-tab Invoicing.
• Selects the checkbox Delivery note.
• Clicks on the button Create document. 

WARNING In the treatment document, the checkbox for issuing the document Invoiceis pre-selected. In the case of issuing a delivery note, it is essential to change the checkbox to Delivery note.

• The form Creating document. opens. Since the types of documents are already pre-set, the responsible person does not need to manually fill in the fields. ​

TIP You can pre-set the types of documents that should be created for the delivery note. The detailed procedure is described in the chapter XXX.  If you do not have set connections, select the desired type of document from the dropdown list in the field Document type .

• The responsible person clicks on the button Create document. 

• In our case, the form 3504 - Delivery note clinic.
• In the field Record the document number of the treatment from which the invoice document was created is recorded. 

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• The responsible person clicks on the button  (Delivery note) and the preview of the delivery note print opens: 6VA - Delivery note and clinic journal. 
• Clicks on the button Print and the delivery note is printed. 

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TIP Shortcuts and automatic sending to print can be set up without opening previews. This speeds up work and reduces the number of steps. For details, contact pomoc@datalab.si