Plan Items
Pronghorn - Edit / Add Plan Item
Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details of the ...
What is min and max cost ?
Min cost - It is the minumum cost set to a plan item. When a plan item is performed irrelevant of its price change or quantity the min cost will be charged. Max cost - It is the maximum cost set to a plan item. When a plan item is performed ...
How do I add a volume discount and weight sur-charge
Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Search for the plan item to add the volume discount and click on the add volume discount icon shown below. Step 3 : To add weight surcharge Search for the plan item and click ...
How do I add a new category/subcategory?
Step 1 : Click on Plan items and pricing >> Primary Setup >> Plan item Category. Step 2 : Click on add new >> Once clicked on Add new >Please add the details to assign specific plan types with the category and save it.
How do I create a group plan item?
Step 1 : Click on Plan items & Pricing >> Group Plans Add/edit Step 2 : Click on add new as shown below. Step 3 : Add the Group plan item name and add the plan items by searching in the drop down menu. Click on save.
How do I setup cost for the plan item?
Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Click on the plan cost icon shown below. Step 3 : Once you click on the Plan cost > Please update the necessary details to set up the price for the plan item ( Quantity and ...
How can I change the category or subcategory for a plan item?
Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Search for the plan item to be edited. Click on the edit icon shown below. Step 3 : Under the category and sub category drop down menu select the relevant option. Step 4 ...
How can I change the status of a plan item to inactive?
Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Click on Download all plan items.
How can I download all the plan items for my clinic?
Step 1 : Click on Plan items & Pricing >> Plan items add/edit Step 2 : Click on Download all plan items
How to add a plan item.
Step 1 : Click on Plan items and Pricing >> Plan items Add/edit Step 2 : Click on add new plan item Step 3 : Fill in all the details and click on save. Enter the plan item strategy as per your choice >> Categoru - is the category under which you ...
How can I add a microchip plan item?
Step 1 : Click on Plan items and pricing >> Primary Setup >> Plan item Subcategory Step 2 : Search for the Category and Sub Category and click on edit Step 3 : Make Sure Micro chip ID option is enabled under trigger actions and then click on save ...
How can I mark a plan item to populate in city license report?
Step 1 : Click on Plan items and pricing >> Primary Setup >> Plan item Subcategory Step 2 : Search for the Category and Sub Category and click on edit Step 3 : Make Sure the city license option is enabled under trigger actions and then click on ...
How to add an operative form to the plan item?
Step 1 : Click on Plan Items & Pricing >> Primary Setup >> Plan Item Category. Step 2 : Search for the Category under Plan Type. Then click on edit under actions as shown below. Step 3 : Under trigger action enable operative for an operative form ...
How do I update my HSN Code?
Click on the Hamburger Icon. Step 1 : Click on order and receive stock, then on Vendor Item setup. Step 2 : Search for the vendor item and click on the edit button against the item. Step 3 : Update the HSN code and click on update.