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.


     

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