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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

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

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 almost 3 years ago in Case Management / Price List 0 New