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Price List

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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 about 1 month ago in Case Management / Price List 1 Gathering interest

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 20 days ago in Case Management / Price List 0 New

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 29 days ago in Case Management / Price List 0 New

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 8 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 about 2 years ago in Case Management / Price List 4 Planned

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 11 months 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 6 months ago in Case Management / Price List 0 Future consideration

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen about 1 year ago in Case Management / Price List 0 Planned

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott almost 2 years ago in Case Management / Price List 0 Planned

Separate Product / Services filters for Price List

It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.
Guest over 2 years ago in Case Management / Price List 0 New