Buy Items

You can sell items to customers. There are two types of items that can be sold:

1. Items from Master

These items are managed in Inventory. Providers/ injectors can sell these items at the branch level.

How to Add Master Items

1. Admin needs to set this first. From top menu, go to Master > Items to Buy
2. Click Add Item
3. Fill all required fields
4. Click Submit

Once items are added to Master Data, branches can use them to sell to customers.

2. Items from Branch

These items are not controlled by the Master Inventory. They are branch-specific products, and PMC does not manage their stock.

How to Add Branch Items to Sell

1. From top menu, go to Settings > Clinics
2. Click on clinic's action menu, select View Branch(es) to view the branches for that clinic
3. Click on branch's action menu, and select "Items to Buy" to open the branch’s item list
4. Click Add Item
   You will see 2 tabs:
   
   A. From Master Data (To sell Master Items)
   - Select the Product Item → Description will auto-load
   - Enter Your Price (selling price)
   - Enter tax
   - Click Submit
   
   B. Add Your Own Product (Branch's Items)
   Enter:
   - Item Name
   - Description
   - Your selling price
   - COGS Item Price
   - Enter tax
   - Click Submit 

Recording Item Sales

There are two scenarios:

Scenario 1: Customer Comes Only to Buy Items (No Appointment)

From top menu, select Appointment > Buy Items
Click New Transaction 

Step 1: Customer & Source Selection

1. Select: Clinic, Branch, Provider/ Injector (Items are taken from this injector’s inventory for reporting)
2. Search patient by Name, Email, or Phone
3. Select the patient → click Continue
4. If patient does not exist, click Create New Patient

Step 2: Add Items

1. Select: Transaction Date, Item, Quantity (# of pcs)
2. Click Add Item for multiple products
3. Click Continue

Step 3: Checkout & Payment

1. Apply Discount Code(s) (only Buy Item–related codes appear here)
2. Add Points if patient wants to redeem
3. Select Gift Card if it is being used
4. Select Payment Method and enter amount
5. If payment is incomplete, check Didn’t Pay
6. Add Checkout Notes if needed
7. Click Update
8. Click Set Finish to complete the transaction

Scenario 2: Customer Buys Items During Their Appointment

1. Open the Booking Details for the patient
2. After recording treatments, go to PCC Checkout tab
3. Find the Buy Items section under Treatment Cost
4. Add Item + Quantity
5. Click Update Item
6. Apply Discount Code (if any)
7. Fill in:
   - Points (if used)
   - Gift Card (if used)
8. Setup the Payment Method to match the amount owed
9. Add Checkout Notes if needed
10. Click Update to save

Set Finish  to close the transaction