Business rules - Service Template
Link products to a procedure for inventory management and invoicing purposes
To link products to a procedure, select the Service Template tab from Settings/Business Rules
- Select a procedure then a product to link to the procedure. Select Add
- Once added, modify the details
- Enter the quantity to be used
- If separate billing is required for the product enter the price - if this has already been entered in the product details, it will be shown.
- Select Itemised Billing if this is required on a billable interested party's invoice.
- If this is for inventory control, then the price and itemised billing is not required.
- Add as many products to the procedure as required.
- When the procedure is added to a horse, the products will be displayed and can be modified or deleted if not used
- Additional products can also be added as part of the procedure when it is created.