Discounts - Help!
Hi all!
We give Seniors a 10% discount for their Vaccination visit. This discount includes the Consult, Vacc & any medication/merchandise priced up on that "particular" invoice.
We don't give Seniors discounts at any other time ie when purchasing medication/merchandise etc.
Our problem is that at the moment this discount comes off every invoice for Seniors. Is there a way of making this work? Hope it makes sense!!!
Thanks!
Cheryl
Discounts - Help!
Hi Cheryl,
The current automatic discount calculation system calculates discounts per invoice item based on discount types set against product type and/or specific products and discount groups set against the customer and/or patient. It does not do this on a per specific invoice basis. i.e only do the discount for this invoice.
We could request a change to the system to allow the user to nominate if a discount is applied or not but this would require the user to say No on non vaccination visits. The alternative is to provide a function to apply a nominated discount across the whole invoice manually. Again the user would need to remember to do this.
The idea behind the automatic discount calculations was you didn't need to have a specific user remember to apply it.
The only solution now would be a change in procedure which may not be appropriate. i.e maintain no discounts on medication and mercahndise items and up the service discount or maintain a smaller discount on medication and merchandise items that can be applied to seniors customer always.
Not sure which way may be best for you ..
Cheers
Tony
Discounts Help
My two cents worth.
We do a similiar thing - only give aged pensioners a discount for vaccination/ consult/ not meds at that visit. We do not give discounts to card holders etc.
Probably unique to this clinic, we give a discount to our kids Local footy ball club and we support a team there.
Early on at implementation , we decided that the simplest way was to simply apply the discount manually.
Either:
1. ie when you add for example " Vacc - C5" to invoice before I [add] to inv, I apply 10% in discount field. This way I determine when, where and who gets the discount. The reception staff are versed at always pointing out that the discount has been applied.
or USUALLY
We have DISCOUNT invoice item in which we have either "Pension discount" or "NORWOOD SUPPORTER!"and manually add our discount to the invoice as an invoice line item.
Cumbersome maybe but I determine who gets discount and on what items and how much!
It is really not such a problem or a bother to us. A few extra key strokes for those valued clients that deserve a discount!
Cheers
MRR