Configure Product Categories

To Configure Product Categories:

1. Navigate to the 'Product Setup' screen → 'Product Category Setup' tab.

   Open

   

   'Product Setup' screen → 'Product Category Setup' tab

    

2. Click the ‘Add’ button to add a new Product Category; OR,

3. To edit an existing Product Category, select a row that represents the Product Category to be edited, then:

   1. Click the ‘Edit’ button; OR,

   2. Double-click the row.

4. On the ‘Add / Edit Product Category’ dialog, edit the configuration options:

   Open

   

   'Product Setup' screen → 'Product Category Setup' tab → 'Add - Edit Product Category' dialog

    

    

   1. Product Category Settings:

      1. Category:

         1. A 5-character abbreviation of the Product Category.

      2. Active:

         1. If a Product Category is not Active, it will not appear on ‘Product Category’ drop-down list.

      3. Description:

         1. An 80-character description of the Product Category.

      4. Include in Inventory Reorder?

         1. Products in a Product Category, with this option not selected, will not be found when the Minimum Quantity is reached on these screens:

            1. ‘Inventory Transfer Request’ screen

            2. ‘Product Reorder' screen

            3. Purchase Order Details’ screen

   2. ASAQ Settings:

      1. ASAQ Eligible:

         1. ASAQ is a Canadian government subsidy program that pays for certain charges for qualifying Clients and Patients. Products and Services belonging to a Product Category with this option selected, are eligible to be paid by the ASAQ subsidy program.

         2. This Product Category option, is the default for Products and Services belonging to the Product Category, it can also be explicitly set for the Product or Service via the ‘Product Info’ screen.

      2. Apply to Limits:

         1. When a Product or Service belonging to a Product Category with this option is sold, the amount paid by ASAQ will be deducted from the Client ASAQ Limit and Hospital ASAQ Limit.

         2. This Product Category option is the default for Products and Services belonging to the Product Category, it can also be explicitly set for the Product or Service via the ‘Product Info’ screen - ‘ASAQ Information’ tab.

      3. Don’t Report to ASAQ:

         1. When a Product or Service belong to a Product Category with this option is sold, the amount paid by ASAQ will not be reported to ASAQ. This option usually applies to lab charges.

         2. This Product Category option is the default for Products and Services belonging to the Product Category, it can also be explicitly set for the Product or Service via the ‘Product Info’ screen - ‘ASAQ Information’ tab.

      4. Percent Paid:

         1. A number between 0 and 100 that represents the percentage of the charge that will be credited to the Client’s account, and paid by ASAQ.

         2. This Product Category option is the default for Products and Services belonging to the Product Category, it can also be explicitly set for the Product or Service via the ‘Product Info’ screen - ‘ASAQ Information’ tab.

      5. Credit Adjustment:

         1. When ASAQ Credits are applied to the Client’s account, this is the Adjustment Code that will be used.

      6. Reason:

         1. When ASAQ Credits are applied to the Client’s account, this is the Adjustment Reason that will be used.

      7. Debit Adjustment:

         1. When ASAQ Debits are applied to the ASAQ Payor account, this is the Adjustment Code that will be used.

      8. Reason:

         1. When ASAQ Debits are applied to the ASAQ Payor account, this is the Adjustment Reason that will be used.

      9. ASAQ Client Account:

         1. The special Client Account specifically configured to track all ASAQ Adjustments for Products and Services belonging to the Product Category.