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Charging Notes

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Submitted by tanderson on Tue, 12/11/2019 - 13:38

Development Project Status: Under Discussion

Due date for completion of this stage: 
12/11/2019
Release: 
Future
Project funding: 

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Project description: 

Overview

This project will add a Charge Note field to Merchandise and Service products.
This will be displayed in a popup when the products are added to an Estimate, Invoice, or Counter Sale.

This could be used in the following scenarios:

  1. Estimating a service: Fancy blood test
    Charge Note: "Unlike other tests, DO NOT ask owner to fast their pet. Make sure they get the special Fancy Blood Test form before they leave your consulting room so they can bring it with them on test day"
     
  2. Selling over complicated Merch: Dog lead  
    Charge Note: "This lead comes with the free collar stored behind the front desk."
     
  3. Billing a service with special considerations: Lab test on Lump
    Charge Note: "This fee only covers one lump. If you are sending multiple lumps use, MULTI LUMP HISTOPATHOLGY"

Display

When a product is charged that has a Charge Note, a popup will be displayed, with the name of the product, the current quantity and the Charge Note.
This is purely informational; the product and quantity cannot be changed.

An OK button is used to close the window.

 

 

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