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Price List

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Pricelist, adding template

users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.
Guest 3 days ago in Case Management / Price List 0 New

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...
Holly Stammis 2 days ago in Case Management / Price List 0 New

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews 4 months ago in Case Management / Price List 1 Future consideration

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Guest about 1 month ago in Case Management / Price List 0 New

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest 3 months ago in Case Management / Price List 0 Future consideration

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Erin Merriott over 2 years ago in Case Management / Price List 4 Planned

Future Price Change Report

Need a report that shows future price changes. If prices are set to change next month, it would be great to be able to see a listing of all prices that have been entered with a new effective date. It would help in proofing all price lists. It woul...
Steve Espolt 3 months ago in Case Management / Price List 0 Future consideration

Improve Inventory Managemnet

I am still needing a quicker way to view what case (you could also add a quicklink that would take you to the case), date an item was sold. I also need the ability to see when an item was removed or returned to vendor for credit. I understand we h...
Elizabeth Reed 10 months ago in Case Management / Price List 0 Future consideration

Add a "Next" button next to "Save" in the price lists to go to next item on the price list

Currently, when updating prices, "save" saves the changes and defaults to the top of the price list page, requiring one to have to scroll down to the next item to be saved. A "next" button would save that time.
Joseph Schuller about 1 year ago in Case Management / Price List 0 Future consideration

Bulk add prices for new supplier

As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...
Holly Stammis 8 months ago in Case Management / Price List 0 Future consideration