Using Stock Reminders

Once your reminder codes have been created, they can be attached to a stock item, for example, vaccinations. Every time the stock item Vaccination C5 is sold to a client, a reminder is attached to the animal record so a letter to be sent to that client in the future.

To add a reminder code to a stock item

Go to: Stock menu > Stock Details.

1. Find the stock code to which you wish to attach a reminder code.
2. From the Stock Details window, click Reminder, and then click Insert.
3. From the Stock Reminder window, click the Code arrow, and then double-click the reminder code.

   

4. Press TAB to the Months field, and then type the frequency of the reminder.

Select whether the action will be to add or remove the reminder.

If Add the reminder is selected, when the product is purchased by a client, a reminder will be attached to the animal.

If Remove reminders of this type is selected, when the product is purchased by a client, any reminders of this type will be removed from the animal's record.

This feature might be useful on a fee used to neuter an animal. If an earlier desexing reminder was applied to the record, it should be removed once the procedure has been performed. This feature might also be useful on a fee used to vaccinate an adult cat. If an earlier kitten reminder was created and you are now generating adult reminders for the animal, the kitten reminder should be removed.