New Product Type
Hi All
I have just run the product price list report. Its a great new addition to the reporting facility. The report has 3 options with check boxes that correspond to the 3 basic product types. What I was wondering was, if it is possible to create additional product types. Can this be done within our system or is it a programming issue. In particular I would like a place to put consumables, ie those products we use to perform services but that we don't sell directly to the public (catheters or x-ray film for example).
This new category would be helpful in many ways. It can help us to determine the cost of providing services that use consumables and it would allow the printing of a price list without these items in it.
Cheers Jon
Re: New Product Type
There are actually a few ways we can categorise products to help here.
The three basic product classes service, medication and merchandise are used mainly to manage the information required by each type and in the application to automatically work out what to do when these are billed (stock, medical records etc). I don't think we should increase the number of these "archetypes". In fact we have been thinking of removing them and adding fields to help the application make processing decisions as above .. I.e. Bill this item and add to history as well. Etc
All products have a product type. A product can only have one product type defined. It can be used to manage discounts etc. A number of reports already allow you to nominate one or more product types so this may be a option.
Lastly we have product classifications. A product can have an unlimited number of these and they can be easily defined in the lookups workspace.
If the reports haven't already got parameters to specify these they can be readily modified to include them so you and others can drill down into the information you require.
Cheers Tony
On 6/02/09 2:45 PM, "clinic@kilsythvet.com.au" :
> Hi All > > I have just run the product price list report. Its a great new addition to the > reporting facility. The report has 3 options with check boxes that correspond > to the 3 basic product types. What I was wondering was, if it is possible to > create additional product types. Can this be done within our system or is it a > programming issue. In particular I would like a place to put consumables, ie > those products we use to perform services but that we don't sell directly to > the public (catheters or x-ray film for example). > > This new category would be helpful in many ways. It can help us to determine > the cost of providing services that use consumables and it would allow the > printing of a price list without these items in it. > > Cheers Jon > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/mailman/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu > Tony De Keizer > Principal Consultant > Vertical Connect Pty Ltd > Phone: + 61 (0)3 97229824 > Mobile +61 (0)4 21347105 > Email: tony@verticalconnect.net_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/mailman/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Re: New Product Type
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On 08/02/2009, at 11:20 AM, Tony De Keizer wrote:
Product types
Tony and others,
Further to this last post re Product types.
In our recent stock take I noticed that some products did not have a product type attached to them. (3rd tab in product edit screen)
It was simple enough to add product type as either Merchandise, medication and service.
Whilst doing this stocktake, I was editing an item which had no type listed in 3rd tab and I thought I might try making a new product type on some older equipment items we had coming up on the Stocktake so added new product type "Equipment" and this seemed to work okay when I saved it. I tried again on another item that this time did have a type listing in 3rd tab in edit screen and deleted the medication product type and added Equipment. Seemd to work, although it did take about 20 sec to save.
My question is then; there are still just the 3 basic product types ( Merch/ Med and service) then why have I got a list of product types ( now including equipment from above) taht I can choose from when in the product workspace edit ?? Is this type different in some way? if so what does this tab mean?
As you may remember Tony, when we came over from Vetaid everything was medication type and so we have all food, disposables, and shop and equipment listed as medications and it would be nice to tidy this up. Is there any way other than deleting/ deactivating all shop items and readding them this time as merchandise ro what ever??
Cheers
MRR
Re: Product types
The Product Type is a separate concept to the product Archetype (service, medication, merchandise, template etc).
The archetype dictates the specific information you want to be able to enter. I.e. medication has Drug Schedule, Active Ingredients, Drug Label flag etc.
The Product Type is another way of categorising product groups for the purpose of reporting and most importantly discounts. In future releases it will also allow filtering during searching.
Typically people utilise product type such as Desexing, Vaccinations, Consultations, Surgery, Food, Worming etc
In the product type itself you can nominate discount groups which when matched to discount groups in the customer or patient will automatically calculate a discount while charging.
In regards getting your products into the correct "archetypes" this is best done through the the database as long as you can provide a way to identify which ones you want moved from medication to merchandise.
Hope this helps.
Cheers Tony
On 16/07/09 6:51 PM, "Croydon Ltd" :
> Tony and others,Further to this last post re Product types.
In our recent > stock take I noticed that some products did not have a product type attached > to them. (3rd tab in product edit screen) It was simple enough to add product > type as either Merchandise, medication and service. Whilst doing this > stocktake, I was editing an item which had no type listed in 3rd tab and I > thought I might try making a new product type on some older equipment items we > had coming up on the Stocktake so added new product type "Equipment" and this > seemed to work okay when I saved it. I tried again on another item that this > time did have a type listing in 3rd tab in edit screen and deleted the > medication product type and added Equipment. Seemd to work, although it did > take about 20 sec to save. My question is then; there are still just the 3 > basic product types ( Merch/ Med and service) then why have I got a list of > product types ( now including equipment from above) taht I can choose from > when in the product workspace edit ?? Is this type different in some way? if > so what does this tab mean?
As you may remember Tony, when we came over from > Vetaid everything was medication type and so we have all food, disposables, > and shop and equipment listed as medications and it would be nice to tidy this > up. Is there any way other than deleting/ deactivating all shop items and > readding them this time as merchandise ro what > ever??Cheers MRR _______________________________________________
OpenVPMS > User Mailing Listusers@lists.openvpms.org
To unsubscribe or change your > subscription visit:http://lists.openvpms.org/listinfo/users
Posts from this > mailing list can be viewed online and replied to in the OpenVPMS User's forum- > http://tinyurl.com/openvfu_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Discounts in Product Types
Hi Tony,
When you converted our database we elected to switch off the pension discounts in clients as we were accumulating too
many 'pensioners' that were then never checked for future validity - we now get clients to request discount at time of service.
As we do not list clients as pensioners the 'discount' calculation does not work.
Is there some way the discount field in invoicing could have a tick box or something that would allow you to 'apply discount' on
the invoice and that it would then calculate this from the allowed product types. Currently we have to do a lot of calculations at
reception.
I have used the product types (Consults, Anaesthetics, Imaging etc) quite a bit recently as I can bring up a list of items I want to
adjust prices in. Still long winded - I look forward to your reporting discussion
Cheers,
Nick
Re: Discounts in Product Types
As you are aware we can attach one or more discount groups to product types or products and attach these discounts to customers and/or patients on the discount tab. This is currently the only way to do automatic discount calculations.
I think what you are saying is could we develop a way to select a discount while charging and then have that discount calculate automatically for that charging line.
Although this could be done maybe a better approach may be to allow a "temporary" discount to be set on the specific invoice without having to add the discount to the customer first and then remove after the visit is completed. I think this would be easier than having to select a discount group on each charge.
One other option is to use the existing customer or patient discount approach but set a end date on the discount so it forces a re-evaluation of eligibility after a specified time frame. This functionality is available now and may be easier to implement for you ?
Cheers Tony
On 22/07/09 11:15 AM, "Paradisevets@Internode. Net" :
> Hi Tony, When you converted our database we elected to switch off the pension > discounts in clients as we were accumulating too many 'pensioners' that were > then never checked for future validity - we now get clients to request > discount at time of service.
As we do not list clients as pensioners the > 'discount' calculation does not work. Is there some way the discount field in > invoicing could have a tick box or something that would allow you to 'apply > discount' on the invoice and that it would then calculate this from the > allowed product types. Currently we have to do a lot of calculations at >reception.
I have used the product types (Consults, Anaesthetics, Imaging > etc) quite a bit recently as I can bring up a list of items I want to adjust > prices in. Still long winded - I look forward to your reporting > discussion
Cheers, >Nick _______________________________________________
OpenVPMS User Mailing > Listusers@lists.openvpms.org
To unsubscribe or change your subscription > visit:http://lists.openvpms.org/listinfo/users
Posts from this mailing list > can be viewed online and replied to in the OpenVPMS User's forum- > http://tinyurl.com/openvfu_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Product Dicounts
Thanks Tony - I have had a look at product type discounts and set them up - doing that and expiry dates on client discounts should work well.
Cheers,
Nick