Versions Compared

Old Version 21

changes.mady.by.user Rick Eggleston (Unlicensed)

Saved on

compared with

New Version 22

changes.mady.by.user Rick Eggleston (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Div
styleall
alignleft
dirltr
titleOverview
classoverview

Overview


Div
styleall
alignleft
dirltr
titleExcerpt
classexcerpt


    • Multiplication Factor - Price Sets define a multiplication factor that can be associated to each client.
      • The Multiplication Factor will be applied to each product purchased by the client.
      • If it is less than 1, a 'Client Type Discount' will be applied.
      • If is is greater than 1, a 'Client Type Fee' will be applied.

      • If the Multiplication Factor is edited, it will affect future purchases, or charges on bills that have not yet been closed.

    • Adjustment Codes & Reasons - Each Price Set can be configured with the adjustment codes and reasons to be used for the discount or fee.
    • Special Discounts - Special Discounts are applied to specific product lines, or individual products
      • The discounts are applied as a percentage of the invoice price.
      • If the discount rate is edited, it will affect future purchases, or charges on bills that have not yet been closed.
      • Special discounts supersede the Multiplication Factor.

Excerpt
  • Provides the ability to create, edit, and inactivate price sets.
    Expand
    titleFeatures of the Price Set Setup tab ...
    Child pages (Children Display)
    styleh4
    excerptTyperich content



    Div
    styleall
    alignleft
    dirltr
    titleNavigation
    classnavigation

    Navigation


    Div
    styleall
    alignleft
    dirltr
    titleNavText
    classnavText


    Section


    Column
    width70%

    1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

      Expand


    2. Select the 'Product Setup' hyperlink.

      Expand


    3. Click on the 'Price Set Setup' tab.

      Expand



    Column
    width30%


    Div
    styleall
    alignleft
    dirltr
    titleInfo
    classinfoText

    The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





    Insert excerpt
    UG:Setup & Admin Guides
    UG:Setup & Admin Guides
    nopaneltrue

    Info

    This page may contain functionality not found in the current version of VetView.


    Panel
    titleContents

    Table of Contents



    Div
    styleall
    alignleft
    dirltr
    title Price Set Setup tab
    classscreens

    Screen

    Mockup
    initialResourceIDC617073C-7943-4608-A796-BC3879573CF7
    platformArchiveIDatt1539702886
    AlignmentCenter
    downloadLink/download/attachments/1378254982/balsamiq_C617073C-7943-4608-A796-BC3879573CF7_Master.png
    jwteyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJzdWIiOiI1NTcwNTg6MmQ3YmU1OGMtNjBkOS00N2MxLThkY2YtZTc5ZmUyZTAyMDJmIiwicXNoIjoiNTdkOTViM2M4MjczZGQ0Zjg0MTNhMmVjYjI0YjU1NGUwZjZhNGNmODUzMWE0YmE5MGZiNjExMzg5ODkyN2FjZiIsImlzcyI6IkNvbmZsdWVuY2U6MTI4NDY3ODI4NSIsImNvbnRleHQiOnt9LCJleHAiOjE1ODg3NzUzMDcsImlhdCI6MTU4ODc3NTEyN30.UBkzZndFK14yldfLE4Ywy2vq-0-Y3YWmJMzkvc584Po
    resourceName
    initialBranchIDMaster

    Div
    styleall
    alignleft
    dirltr
    titleMockups
    classscreens

    Mockups

    Mockup
    AlignmentCenter
    permalinkIDrCXp78pTTow6Ez8vBPHajM


    Div
    styleall
    alignleft
    dirltr
    titleMockups
    classmockupsText

    Following is a list of mockups for this screen:

    Expand

    Airtable for confluence
    resourceIdhttps://airtable.com/shrOrvcVY5VDG5jxh
    viewControlstrue
    useCardLayouttrue
    width100%
    height500PX



    Div
    styleall
    alignleft
    dirltr
    titleFields and Controls
    classcontrols

    Specs

    Airtable for confluence
    resourceIdhttps://airtable.com/shrlRXG0ja5Cz8oly
    viewControlstrue
    width100%
    height500px

    Div
    styleall
    alignleft
    dirltr
    titleFields and Controls
    classcontrols

    Fields and Controls


    Div
    styleall
    alignleft
    dirltr
    titleFields and Controls
    classcontrolsText1

    The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

    Airtable for confluence
    resourceIdhttps://airtable.com/shrCqcMHbDkEssDqH
    viewControlstrue
    width100%
    height500px

    Div
    styleall
    alignleft
    dirltr
    titleHow To ...
    classhowTo

    How To...


    Div
    styleall
    alignleft
    dirltr
    titlePlanned
    classplanned

    Planned Improvements


    Div
    styleall
    alignleft
    dirltr
    titlePlanned Text
    classplannedText

    Jira Legacy
    serverSystem JIRA
    columnskey,summary,status
    maximumIssues1000
    jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Price Set Setup tab" ORDER BY Summary DESC
    serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


    Div
    styleall
    alignleft
    dirltr
    titlePlanned
    classplanned

    Bugs


    Div
    styleall
    alignleft
    dirltr
    titlePlanned Text
    classplannedText

    Jira Legacy
    serverSystem JIRA
    columnskey,summary,status
    maximumIssues1000
    jqlQueryproject = LIMS AND issuetype in (Bug,Task) AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Price Set Setup tab" ORDER BY Summary DESC
    serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


    Div
    styleall
    alignleft
    dirltr
    titlePlanned
    classplanned

    Open Issues


    Expand
    titleClick to expand ...


    Div
    styleall
    alignleft
    dirltr
    titlePlanned Text
    classplannedText

    Jira Legacy
    serverSystem JIRA
    columnskey,summary,type,priority,status,fixversions,components
    maximumIssues1000
    jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Price Set Setup tab" ORDER BY key DESC
    serverId1eaad4fc-3379-3e15-bde0-30da46e7598b

    Insert excerptUG:Setup & Admin GuidesUG:Setup & Admin Guidesnopaneltrue
    Info

    This page may contain functionality not found in the current version of VetView.

    Info
    titleDefinitions

    Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

    Panel
    titleContents
    toc