How Do I .... Offer Breeder's Discount.

A support query:

> I would like to give some breeders 0% discount on feed, 10% on
> professional fees and 15% on vaccinations.  I have read the help
> but don't quite follow the ---U bit or how I actually set it up from
> analysis, do I have to go into each item separately?

There are two ways to handle this sort of situation, one via the discount field on the management record and the other via classifications.

Lets review the Discount Field on the Management Record.

The Discount field on the MR has four positions e.g. -A--C

The positions are:

The 1st three are used to override the global setting used by the Billing Programs. For example, you may have a group of client you want to give 10% discount to, whereas the 'normal' client gets no discount. Each position (field) contains a letter (A-Z) this relates to a specific amount which is set via:

Invoice Production -> Disc/Surcharge Structure -> Option 14

You can also see what bands are available if, when editing the MR you leave the Discount field BLANK - In this case a box will pop-up showing what the fields are and what the possible options are.

Note:
A-J deal with percentages e.g. 5%, 10%, 7.5% etc.
K-T deal with absolute amounts e.g. #2.50, #5.00, #1.50
U-Z will be explained later.

So assuming 'A' has been set to 10%, then entering 'A' as the 1st field then those animals will be given 10% discount when the invoice is generated.

This deals with the 1st three.

The 4th field deals with giving a discount or surcharge AT THE TIME OF SALE. You can for example, add a 5% surcharge to all the client whom you know from experience will not pay you on time or are generally a PITA. This surcharge is also invisible, that is there is no way to tell from the clinical screen that a surcharge has been applied.

Note: As this position deals with both Discounts and Surcharges, you need, if using it for surcharges, make one of the letters -ve e.g. set C to be -5 if you want a 5% surcharge.

However, in the question posed earlier, we are looking at a 'split' discount. That is a different amount for Fees compared with Drugs - this can be handled by the bands U-Z. These are 'split' discount, lets assume the bands are set as follows:

So, Band 'U' will give 10% discount on Fees (AP Items), and no discount on drugs, 'V' will give 20% on Fees and 50% on drugs, 'W' will be 100% on fees (Free of charge) and 5% off of drugs.

There are two 'special' values, these are

Price band 'Z' has been setup (for all you practices that are 'nice' to your staff) - for staff member - that is 100% discount on fees (FOC), and drugs are charged at cost.

Coming back to the original question:

> I would like to give some breeders 0% discount on feed, 10% on
> professional fees and 15% on vaccinations. 

Feed is classed as Drugs - so we want 0% on drugs
Fees are fees - so we want 10% there.

The problem comes with Vaccinations - these are also Fees, but there is no way for the system to differentiate between them. For this you will need to use the 'Classification' option explained below. So, we can deal with 66.66% of the query by setting up one of the split bands:

and adding to the 4th field on all breeder record cards '---U'.

To handle the Vaccination part, there are two options:

Set-up a macro called for example 'BR', set the description to 'Breeder' and as the details enter -15. Now on any vaccination given to a breeder enter 'br' after the code e.g. 'booster br'. Or just remember to enter -15 e.g. 'booster -15'.

The other option would be to have a separate AP code that is at the reduced price and use it.

Classification

All records can be given a classification, this is entered on the Additional screen. The classification allows for any analysis code to be discounted (or surcharged) when work is being entered.

You would use the option

General Apps | Parameters | Lookup Tables | Recalls/Others | Classification

Setup a class (Five or higher), and include all the analysis codes you will want to discount. The system will then prompt you for the discount amount for each code - enter as required. Now when any work for those analysis codes are entered via Automatic Pricing it will be discounted automatically.

URI » http://www.premvet.co.uk/ • Updated » Tue Dec 13 16:47:53 GMT 2005 by twm