What Is Home Delivery?
Home Delivery allows you to sell items that your clinic does not keep in stock and have them shipped directly to clients by an external fulfillment partner. While the partner handles shipping, you manage the invoicing and order tracking directly in Provet.
When you add an item with the Usage type set to Home delivery and finalize the invoice, it becomes a home delivery order. You can then track the order status on the Home Delivery Dashboard.
Enabling Home Delivery
Before using Home Delivery, the feature must be enabled at the clinic location level:
Go to Settings > General > Integrations > Home delivery.
Select Enable home delivery features for items.
Select Save. After this, you can start marking items as available for home delivery.
User Permissions
To view the Home Delivery dashboard, users need the following permission. To view or edit permission groups, go to Settings > Users > Permission groups, and select the button with three dots on the permission group row, then select Permission settings.
Home Deliveries (read): Required to access the Home Delivery dashboard. By default, all roles (Admin, Manager and Users) are granted access.
Note
The Home Deliveries permission only appears in permission groups when the Home delivery feature is enabled for the clinic location.
Marking Items as Available for Home Delivery
You can mark medicine, supply, and food items for Home Delivery in the following ways:
Item Card
When creating or editing a medicine, supply, or food item, select the Allow home delivery checkbox on the item card.
You can also set Home delivery as the default Usage type if you want it to be selected automatically when the item is used.
Pricing Hub and Pricing Tool
Pricing Hub: If you manage your items and prices centrally using the Pricing Hub, you can also manage home delivery settings for those items there. For more information, see Create a Central Item.
Pricing Tool: If you use bulk pricing updates, use the Pricing Tool to update the home delivery flag for selected items. For more information, see Update Items for a Specific Clinic Location in Pricing Tool.
Item Importer
The Home Delivery attribute can be included in item import files, allowing bulk updates.
API
If your organization manages item data through the API, you can include the Home Delivery setting in those updates. This allows external systems to keep item configuration in sync.
Using Home Delivery Items in Consultations, Invoices, and Counter Sales
When you add a home delivery item to a consultation, invoice, or counter sale, you must select Home delivery from the Usage type drop-down menu. If the item has Home delivery set as its default usage method on the item card, this value is selected automatically.
When Home Delivery is selected as the delivery method, the item modal automatically updates to hide fields that are not relevant, since the item is shipped directly by an external partner. The following options are not available:
Stock location, batch selection, and stock deductions
Dispensing fees, administration details, and withdrawal periods
Label printing options
After you save and finalize the invoice, the item becomes a Home Delivery order. The order is then visible on the Home Delivery Dashboard.
Credit and Replace Home Delivery Items
To replace a home delivery item that was mistakenly ordered or rejected, you must first credit the item and then create a new order through a counter sale. Replacing an order ensures the history is trackable because the replacement item is assigned the same Order ID as the original.
Note
You must finalize the replacement invoice within the 72-hour grace period that begins when you finalize the original invoice.
Credit a Home Delivery Item
To credit a home delivery item, you must credit the linked invoice row. After you finalize the credit note, the item status changes to Credited on the Home delivery dashboard.
Open the invoice.
Select Credit note or if you are using the new finalized invoice design, click the three dots in right upper corner and select + New credit note.
Select Credit some invoice items.
Select the rows you want to credit.
Select Continue.
A credit note for the item(s) is now created.
If the credit note was created as a draft, select Finalize invoice to complete the credit note.
If you are using the new finalized invoice design and created a draft, select the view button (the eye button) on the credit note row. On the credit note page, select Finalize invoice to complete the credit note.
For more information on crediting invoice rows, see Credit and Refund an Item or a Part of an Invoice. If you are using the new finalized invoice design, see Finalize Invoices.
Replace a Home Delivery Item
To replace a credited item, initiate a counter sale. The system allows you to select credited home delivery items that were created within a 72-hour grace period.
Create a new counter sale.
Ensure the details (Client and patient) match the original order.
Add the replacement item. In the item dialog, select what item you want to replace in the Home delivery item to replace drop-down list.
Save.
Select Finalize invoice.
Once finalized, the system creates a new home delivery item (with the same order number) and updates the original item status from 'Credited' to 'Replaced'.
Note
If you do not finalize the replacement invoice before the 72-hour grace period ends, the system does not create the replacement, and a warning appears on the invoice
Home Delivery Dashboard
The Home Delivery Dashboard shows all Home Delivery orders created when invoices are finalized. Use the dashboard to search and filter orders, track statuses, and coordinate fulfilment with your external shipping partner. To access the Home Delivery Dashboard page, go to Records > Home deliveries.
Each row displays the Order ID, Order Date, Client, Patient, Item name, Amount, Prescriber, and current Status. Use the search bar to find specific orders by client, patient, item, or Order ID. The Prescriber filter restricts the list to orders created by a specific veterinarian; while the column shows initials, you can search by full name in the filter.
Order Date: The timestamp of invoice finalisation and order creation.
Client & Patient: These columns include direct links to the respective records.
Amount: The quantity in units or packages based on the selected usage size.
Actions Menu: Select the three dots at the end of the item row to view the original billing.
The Status column indicates the current stage of the home delivery item. Use the Status filter to find specific orders. Statuses for active orders update automatically via external shipping partner integrations, though you can also change Submitted and Cancelled statuses manually on the dashboard.
Active Statuses
Submitted: The order is finalized and queued for fulfilment (blue badge).
Cancelled: The order is terminated and will not be fulfilled (red badge).
Delivered: The order has been received by the client and fulfilled (green badge). This status updates automatically via the shipping partner integration and cannot be changed manually.
Inactive Statuses
Inactive statuses cannot be modified via the dashboard and are shown in grey.
Credited: When a credit note is finalized, the item status changes to Credited. The item remains visible on the dashboard, but the item name and amount are displayed in strikethrough format.
Replaced: If an item is replaced, the original row shows the status Replaced. A new row is created for the replacement item which maintains the same Order ID but appears as Submitted (or any other active status).
Integrations and Webhooks
You can integrate Home Delivery with external fulfilment systems using webhooks and the API.
Webhooks
You can configure a webhook that triggers when a Home Delivery order is created. The webhook sends event data to the external system, which can start the fulfilment process.
API Usage
External partner systems can use the API to:
Retrieve Home Delivery orders.
Manage fulfilment and shipping to the client.
For more information about available endpoints and request formats, see the API documentation. Integrating Third-Party Applications with Provet
Payment Flow
Payments for Home Delivery items are collected in Provet as part of the normal invoicing process during consultations or counter sales. Home Delivery does not add a separate payment step, even when an external partner ships the item.
There is no change to how you record payments on invoices. Use your usual payment methods and processes in Provet, and handle fulfilment separately through your chosen partner or integration.