AdminSupport Team
(Product Owner, Transactor Systems Ltd)
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2 votes
It may be possible to support some kind of custom price ‘whilst retaining the band/grade name’ on the lineitem. Some labs may not want this feature (for the reasons below) therefor this item is left in Under Review status to gather votes and comments.
There is a reason why the PriceBand on a lineitem row needs to become ‘blank’ (custom) if the item price is customized. The Customized price no longer matches the price list as that price, so there would be no consistency and no way to recoqnise that a pricing error has occurred. However, the jobs ‘Main price band’ given at the top of the Main Form, is a valid substitute in those cases.
Our prevailing view is that if a price needs to be customized, it is not from the price list and therefor not a standard grade/price combination. To accommodate a new price for an item,…
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2 votes
An error occurred while saving the comment this is planned. we'd also like to know from users, which documents other than standard Invoice for single job, need a 'Overdue please Remit' version. Summary Invoice for example.
AdminSupport Team
(Product Owner, Transactor Systems Ltd)
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1 vote
An error occurred while saving the comment In the email related SendTo outputs setups, you will probably have noticed (in the SendTo (edit) dialog), the email section at the bottom half of the dialog, showing the selections for:-
Subject:
Text message:
HTML message:
CC email address:
BCC email address:The subject will be set as 'Document(s) Delivery', there is currently only one choice.
The Text message will be set as 'Please see attached document(s) + Signiture'If you change the Text message setting to the one without the signiture, I will explain how you can change the standard text for this one and the Subject...
Goto the Advanced part of the Control Centre and goto the 'Reports & Tasks' page.
Scroll down the list until you see the Group entries for:-
Email Subject
Email Text Message -- Please see attached document(s)Double-click the 'Email Subject' entry...
The report editor window will appear.
Double click - line 100, the report item editor window appears.
You can edit the subject text (only one line, as its the email subject) and click OK
Click OK on the Report Editor window to get back to the main reports list.Double-click the 'Email Text Message' entry (the one without the signiture, the one with the signiture entry is too technical as it contains database script to generate your labs name and address details automatically from the database).
Double click line 100.
Here you can enter your desired text message, it may contain as many sentences and blank lines as you like. You can include you lab name and details at the end, if you wish.If you need assistance, let us know.
Note: the above settings and setup, mostly control the automated emails generated from Transactor. Another way of inputting your desired email Subject and meesage text is when you are sending individual reports via the REPORT - PREVIEW WINDOW. On the toolbar of previewed report, the third button from the left is an email button, click this and you are presented with an emailing window with the report automatically attached as a pdf file. You can set your own subject and text before clicking SEND.
The above features will be made easier and more flexible in future version updates.
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5 votesAdminSupport Team
(Product Owner, Transactor Systems Ltd)
shared this idea
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1 vote
An error occurred while saving the comment The price band that appeared at the top of the invoice on T6 would have been the default price band for that surgeon account, and wouldn't have necessarily indicated if the particular items on that invoice used that same price band, or even a combination of different bands. On T6, for a line item using the default price, you'd see the price band code displayed next to the price on the main form. If you altered a line item's price so it no longer matched the price band price, the code wouldn't be displayed - indicating that that item did not conform to a particular price band. T7 follows the same principle: in order to show clearly which price bands are used, T7 shows the actual price band used for each item.
We welcome comments on this suggestion!
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1 vote
An error occurred while saving the comment Absolutely - this will be included in an update during the beta period.
The Sales by Product Grouped by Price Band has been modified such that 'customized' prices appear on the report under 'Custom'.
Re the issue '(which is left blank as it differs everytime single time) the Price Band i.e. NHS/Private is lost.' : This cannot be 'fixed' due to the fact that if a Custom price is entered it is no longer identified as one of the existing Prices eg. NHS.
However reports and documents, will be modified such that Data is not omitted if a custom price is used.