How do we sell a product to someone that is not a client?

All products and services sold need to be associated with an owner/pet for tracking purposes. Since we allow searching by pet name, there needs to be both an owner and associated pet in the system. We recommend that you create a generic owner called "Retail" or "Walk-In" with an associated pet and use that owner when doing an Owner Purchase.
Note: It is important that you create both an owner AND a pet since PetExec allows searching by pet name in addition to owner name.

Last Modified: Wednesday, December 05, 2018 at 04:49 PM