Sales Summary
Net Sales Trend
Sales by Staff SUPER-ADMIN
Each column says the dates it counts. Net follows the period picked in Sales Summary above and changes with it; the other two never do. Where a grey figure appears, it is the part already paid in full, which is what commission is calculated on.
| Who | Invoices | Units | Discounts | Net selected period | Month to date this month | Year to date this year |
|---|
Top 5 Sellers
| # | Item | Units | Net Sales |
|---|
Inventory Value by Brand
| Brand | Units | Value (retail) | Value (cost) |
|---|
Patients
| # | Patient | Invoices | Spend |
|---|
Inventory Health
Running out soon (under 3 weeks of cover at recent sell rate)
| Item | On hand | Cover |
|---|
Dead stock (no sales in 60+ days)
| Item | Last sale | Value held |
|---|
Commission SUPER-ADMIN
Refunds
| Invoice | Refunded | Serviced by | Value |
|---|
Refunded sales never count toward commission. Value shown is pre-tax.
Sales by Department this month
Recent Invoices
| # | Patient | Total |
|---|
Add to Sale
Out-of-stock items are greyed but still sellable; the count goes negative so it can be corrected later.
Held Sales on this device
Current Sale
How much is the patient paying today?
| Item | Qty | Price | Discount | By | Line |
|---|
| Item | On hand | On order | Low at | Cover | Status |
|---|
| Item | On order | Ordered by | Since | On hand | Status |
|---|
| Item | Units (est.) | Lot | Expires | In | Status |
|---|
Everything at or below its low-stock threshold, out-of-stock items first. Cover is how long current stock lasts at the recent sell rate. Open an item to receive stock or mark it on order so nobody double-orders.
Everything currently marked on order, newest order first, whether or not it is low. Open an item to receive the shipment when it arrives.
Batches received with an expiry date, soonest first. Units are an estimate assuming the oldest stock sells first. Items received without an expiry never appear here.
Upload paperwork
Photograph or upload the packing slip, invoice, vendor PO or confirmation, or payment confirmation. Everything for one order is folded into that order, and only the delivery puts stock in, so uploading all of them never counts anything twice.
Waiting to be received
Ask for a purchase
Anything the clinic buys goes here before it is ordered. A superadmin or accounting approves it. Our PO number is given when it is ordered.
Waiting for approval
Open orders
Approved or ordered and not yet delivered, or delivered and not yet paid.
Settled this month
Delivered into stock and paid.
Declined and cancelled this month
History
| Invoice # | Date | Patient | NexTech ID | Total | Balance | Status |
|---|
View & Print opens the invoice; choose "Save as PDF" in the print dialog to file it in NexTech or send to accounting.
Revenue figures are pre-tax net (after discounts), excluding refunded invoices. Refunds are shown separately.
Division Trend net revenue by month
Card Transactions for matching the terminal batch
HST Report for remittance
Division KPIs
Performance Explorer
Pick something to analyse.
Sales by Department
Sales by Staff SUPER-ADMIN
Top Products
Top Services
Packages Sold
Patients new, returning, retention
Practitioner Productivity
Session Economics sold, redeemed, expired
Inventory Performance sell-through and dead stock
Inventory Valuation stock on hand at cost
Outstanding Sessions prepaid, not yet delivered
Outstanding Balances owed to the clinic, as at today
Write-Offs balances forgiven, in the selected period
Credits Outstanding credit held by patients, as at today
Promotions
Worst Performers slow movers with money on the shelf
Monthly Profit revenue vs cost of goods
Gross profit only: product costs come from each line's cost snapshot (or 50% of retail when no cost is set). Treatment consumables are costed at what they cost when they were used, in the month they were used, so a package delivered over several visits spreads its cost across them. Operating expenses are not tracked here.
Find a patient
NexTech is the patient record. This is what the till has seen.Every line credited to me
This is what the commission calculation sees. If something you sold is missing, or something here is not yours, ask an admin to change the practitioner on that invoice line. Refunded invoices are excluded, as they are from commission.
Session Requests
| Patient | Sessions remaining | Last visit |
|---|
Sessions come from package sales that include services. Tap a patient to redeem a session, add visit notes, or review their history. Admins can grant sessions manually from the patient panel (for records kept elsewhere until now).
New Promotion
Promotions apply automatically in the cart. They never stack: each line gets its single best promotion (highest priority, then biggest discount). Gift cards are never discounted. Package components are excluded unless ticked.
Promotions
| Name | Type | Applies to | Window | Uses | Status |
|---|
Build a Package
Packages
| Package | Category | Department | Components | Value | Price | Client saves | Status |
|---|
A package with no price cannot be sold yet - it stays here as a draft until you price it. Inactive packages are hidden from the sale screen but kept for records. Sold packages appear on invoices as their component items grouped under the package name, with the discount spread across them.
On Order & Receiving
Currently on order
| Item | Units | Ordered by | Since |
|---|
Order & receiving history
| When | Who | Action | Item | Details |
|---|
Shipments booked in with the Receive button are logged by the database as "Shipment received". Ordering, clearing, and manual stock adjustments are logged automatically too.
Change Log
| When | Who | Action | Item | Details |
|---|
Automatic audit trail: items added/removed/renamed, price and threshold changes, photo updates, refund requests and approvals, and invoice deletions. Written by the database itself - it cannot be edited or bypassed.
Clinic Details (appear on invoices)
Prints at the bottom of every invoice. Use {clinic} and {phone} and they'll be filled in automatically. Leave blank to use the standard wording. Applies to future prints of any invoice, old or new.
Treatment Credit on Product
Buying product banks this percentage of what the patient actually paid for it, before tax, spendable on any treatment in any division. Set the percentage to 0 to stop earning; set the months to 0 for credit that never expires. Changing either only affects credit earned from now on: what a patient has already been told they have keeps the rate and the expiry it was earned with.
Exports
Monthly sales CSV in the commission tracker's column order - paste straight into the month's tab.
Backup & Restore
Data lives in the shared cloud database. Backups here are an extra snapshot you can keep on file.
My Account
Install the app on your device:
Month-End Close SUPER-ADMIN
One click: downloads the sales CSV for the commission tracker and opens a printable commission summary (save as PDF for payroll and accounting).
Petty Cash ADMIN
$0.00| When | Entry | Amount | Balance |
|---|
Cash sales land here automatically (what the patient handed over minus change). There is no float: the balance is simply what's in the box.
Gift Cards & Account Credits
| Code | Type | Patient | Balance | Status | Created |
|---|
Balances are computed from an append-only ledger; they can only change through sales, redemptions, and the grant tool above - never edited directly. Voiding a card blocks redemption but keeps its history. To refund a gift-card purchase back onto the card, use a positive grant against the patient's credit or ask for the invoice's card code in the change log.
Team
The person signs in with the temporary password and must set their own before using the app. Hand it to them directly; it is not emailed.
Loading...
New signups start as staff. Admins can add products, change pricing, delete invoices, approve refunds, and manage this list.
Tab Surgeons ADMIN
Who a tab can be billed to at month end. Turning one off keeps their history and stops new entries.
| Name | Active |
|---|
Tab Kiosk
This device is not locked.
Locks THIS device to the tab page so a tablet in the retail area cannot wander into the rest of the app. It is remembered on the device, not on the account, so any staff member can set it up on the tablet and the PIN is what unlocks it.
Commission Employees SUPER-ADMIN
| Name | Rates from | Rates cover | What they earn | Tier resets | Credit sale when | Opening $ | Active |
|---|
The name has to match what staff pick under Serviced by on a sale, or the sale is attributed to nobody and pays no commission.
Rates cover sets the shape of the row: a box appears for each side that earns. A package counts as a service, not a product. The name must match what staff pick under "Serviced by" on a sale.
Rates are dated. The boxes hold the newest set; earlier ones are listed under the name and cannot be edited, because they are what closed months were paid on. Change starts a new set from the first of a month, and months before it keep what they were paid.
Credit sale when decides which month a sale counts in: Invoiced once the invoice is paid in full, or Earned once the work is done as well. Either way it pays out on the 15th of the second month following. Hover any control for the detail behind it.
Suppliers who to call, per brand
| Brand | Supplier | Contact | Phone | Lead days | Notes |
|---|
Every brand in your catalog is listed; fill in the ones you order from. The Reorder page shows the supplier under each item so staff know who to call.
Give an item to a patient
It comes off the shelf straight away and goes on the surgeon's tab. Nothing here creates an invoice.
On the tabs now
Month end ADMIN
Each surgeon has their own tab with its own Close button, which is the usual way. This closes all of them at once. Either way the entries are settled for billing and can no longer be changed, and the stock stays deducted because these were given away.
One page per surgeon, charged at what we paid, with the retail equivalent noted underneath.