In this module you can do the following functions:
Create a quote for products and services for registered and unregistered Cirrus patients, with the corresponding Tax.
Assign a global discount in percentage.
Assign an individual discount to each product/service in percentage or amount.
Select a Cirrus registered or unregistered physician.
Select if it is for an internal or external patient.
Assign an individual discount to each product/service in percentage or amount.
Print the quote.
Workflow
How to use it?
1. Create your quote and add products to it
What you should know?
Settings
The price list used by the quote is the one configured in the Price Configuration window.
Important rules
1. To create a Quote
The patient has an account in the system: Use the Patient Name field.
The patient does not have an account: Use the Patient without MRN field.
When entering information on the Patient's Name field, the Patient without MRN field will be disabled. You can only use Patient Name or Patient without MRN, but not both.
When adding a physician, you can add a doctor who is not registered in cirrus or a registered one, but not both
After saving the quote header, the only modifiable fields will be the Discount Percentage and the Start Date.
2. When adding the products
When selecting a percentage discount, the amount discount is automatically calculated(or vice-versa)
When selecting a product, you can indicate if it is a minimum unit or packaging unit in the UOM field.
3. External Patient Quote
If a quote is marked for an External-patient, the tax is calculated based on the tax that the hospital handles for drugs from the external service station.
If the External check is not marked, it is considered Internal and the tax must be calculated based on the normal hospitalization tax.
It is considered an external service station that has the External check-marked (Sale to the public) in the Service Unit option.
4. The external or internal option doesn't apply to studies and disposable material.
Additionals functions
1. Assign global discount to quote
If you want to add a global discount, add it in the % Desc field.
2.Create a quote for a customer type
When creating the quote, just select the customer in the Customer type field.
Only those customers that were assigned as a customer or customer/supplier company group will be shown as an option when they were configured in the Business Partner.
3.Mark quote for External patient type
4. Assign a discount to the products or services included in the quote.
Search for your product in the Product / Service field. You can see that the system immediately brings up the price of the selected product.
If you want to assign a percentage discount to the product/ service, just put it in the Discount percentage field. Use the Discount Amount field in case you want to add the discount in amount.
5. Search a quote and modify your products/ services
As seen in the video, you can modify the global price discount and also the products.
6. Remove a product/service from the quote
Having selected the quote:
7. Mark quote as approved.
If your quote has been approved and you are sure that it will not be necessary to modify it, check the Approved check box and save the changes.
After this, you will no longer be able to include, modify or delete products or services in that quote.
8. Search, delete or print quotes
In the Quotation module, use any field in the search panel by which you want to filter your quotes.
Click on the search icon.
You will be able to see the quotes in the Search Results table.
From the contextual menu of each quote, you can delete or print it.
9. Print quote. From detail window.
Go to the context menu of the window.
Choose the option See quote.
Finally, click on the print icon.
Upgrades
In Printing:
a. The application date and description will be visible at the beginning of the page.
b. At the bottom of the page the observations will be visible.
Note: If you don't have access to this option, you can request it from your system administrator.
We are excited to enhance your experience at Cirrus. We appreciate that you share this information with your team and request help through our chat if you need it.
Date: October 18, 2021