How to Set Up Price Presets

Question

Accepted Answer

It can be time-consuming to create pricing for each product. To streamline the process we suggest saving measurements as presets. You can do that while setting up measurement for products or by creating price presets first. How to create Price Presets1) Go to Inventory -> Price Presents. 2) Click the New button. 3) Fill out the Name field, if you want to make a Dynamic Preset you can do that by placing the check mark in the checkbox, and select the Measurement Type (Unit, Unit Range, Weight, Weight Range).Please note, that if you enabled the Setting Up Prices Per Patient Type setting, you will be able to set up prices per Patient Type on Price Preset, Add Preset or Edit Preset forms. For more information on Setting Up Prices Per Patient Type, see this article.Moreover, if you have enabled the Setting Up Prices Per Office setting, you will be able to set up prices per Office on Price Preset, Add Preset or Edit Preset forms. For more information on Differential Pricing Per Office, see this article. Set the prices and click Save to apply the changes. 4) You can also edit  or delete  existing presets on the Price Preset List page. Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team.