Legacy - How to make tax applicable to plan items
Navigate to settings & reports >> Settings >> Organization Details & Other Settings >> Clinic Details
Click on Tax/Discount/Interest/Pyment Type Setup link of your clinic
Add tax details
Add tax details and click on Add button to save
Note : There are 2 tax levels
Level 1 Taxes will be calculated on Cost of Plan Items
Level 2 Tax will be calculated on Cost of Plan Items + Level 1 Taxes
Adding tax category wise for plan items
Navigate to Settings >> Medical Record / Plan Items Setup >> Add/Modify Tax details for adding tax category wise for plan items
Search for Plan Type and Plan Category and click on Add button besides your clinic name
Check the box available for tax and click on Add button
You can see the tax details applied for plan item while adding in cart
Legacy - Setting up plan items
This is an approach you can use that will help reduce any confusion Pull out the list you are working with Check in the plan item add / modify section if the plan you need exists - if it does not then add the plan in. If you see a plan that you ...
Legacy - Relate Plan Items to Vendor Items
A Plan Item can be related to a single or multiple Vendor Items Navigation List of Plan items with existing relationship with Vendor items, if any A single plan item can be related to multiple vendor items from same or different vendors Click on View ...
Legacy - How to Map Plan item to Bin and Location ( Plan items and bin relationship)
Establish where the Plan items are kept. i.e which Bin and location. Create the Plan Item & Bin relationship, clinic wise. Navigation:Settings and reports->Settings->Inventory masters->Relate Plan items to bin (Search by Plan items) Relate Plan item ...
Legacy - Add / Modify Vendor Items and link them with Plan items
Add / Modify Vendor item names and its details. A separate list of plan items known as vendor items is maintained for each vendor. The plan item name can be different than the vendor item name of the vendor. Navigation 1) Settings and Reports 2) ...
Legacy - Combine Multiple Plan Items for Common Inventory
There could be more than one plan item that links with one Vendor Item.....One Vendor item can be used in different ways examples of the same link what is relevant to you 1.Create a new group 2.Modify the existing group Select the Group Radio Button ...