Orders
There are two ways of order entry, one by using visits to institutions (Calendar or Institutions module, Visit tab) and second one by using direct order entry (Institutions module, Order tab).
This is how the window for order entry looks like:
Institution – name and info of selected institution.
Wholesales – list of wholesalers, field can be set as mandatory in SV Admin.
User – name of user who is adding order.
Date – date of entry.
Locked – ebables or disables input or changes
Products- chosen products
Info – free entry of additional info of an order.
Sign – new window for adding signature by responsible person (doctor).
Send e-mail – To field of mail recipient is email address of wholesaler. Once order has been sent by mail, user does not have rights to edit or delete it anymore.
List of offers and packagings.
List of offers and packagings contains list of all active packaging in database set as Show in orders.
First part of the list contains all packaging which are currently not in active locked offers.
Below that list, all active locked offers can be found.
In the right part of the window, a Rules button is situated. By using it, user has an overview of all rules applied for discount calculation.
Packaging
Discount for packages ordered Commercial offer
Order packaging
Dicount settings*
As you can se we added option Orders where you can add your order to one specific Institution. After you position on option Orders go to Add button in right top corner.
After you tap on the Add button, form will open where you can se all the products. There is an option on top called Discount settings. When you tap on it, it will show your remaining budget and option Manual entry of discount that need's to be ON (picture under).
After you have activated option Discount settings and tap Save button, in the bottom will appear option Total order discount (%). Now you can enter Quantity and SalesVision will automatically calculate Total value. At the bottom there is option called Total order discount (%) where you can add amount of dicount in percentage.
One thing that need's to be higlighted is that after you enter discount percentage SalesVision will calculate Total order discount and that amount will be taken from your Remaining budget.
On the other side you can enter Total order discount but it has to be in number format.
After you have entered amount of discount you want, just tap on Save button and that amount of given discount will be deduced from your Remaining budget.
We recently upgraded this tab with few additional options. To see this option under tab “Orders”, option 614 need’s to be activated in SV AnyAdmin.
First of all, when you enter amount of products that you want in order, and if that amount satisfy rule, you will get one free product just like it is defined in the rule. In this case (picture under) this free product is “test Zorax 10mg”.
Next thing is when you want to add discount, you can add discount for all product’s in one. When you enter quantity of wanted product, you go to “Discount settings”, and enter manual discount for all packages.
List of products will be shown and now you can even adjust discount manually for single product (tap on “Manual discount”). All other product will be affected by manual discount to all packs, but that one you choose will change “Total value” by our percentage discount that we enter (picture under). After we entered wanted percentage of discount we just tap “Save” button.
In the end you can see that product’s “test Cabaser 20mg” , “test Isterex 10mg” are affected by manual discount to all packs (in this example discount is 10%) and product “test Istrex 50mg” is affected by manual discount for one product (in this example discount is 20% for this product).
Sign
If option “620 set_SignatureIsNotMandatoryForNewOrders“ is activated in SV AnyAdmin, you won't have to sign order before Saving it. Order will be avaliable for Saving it, without signature from person who is ordering products.
Example of rules calculation
Example of one offer (ruleset) and calculation on Next platform.
Let's take an example of Pharmacy offer 6/2017. If you add to order between 101 and 250 pieces of Neorenal SR Kids (picture below, Rule 2 input for Neorenal SR Kids) you will, as an output, get 2 pieces of Neorosal M and 25,00 EUR (or other currency depending on options in SV Admin) of Neorenal SR Kids.
Rules in Anywhere Admin:
Order in Next for the example:
Preview of rules applied for calculation:
Example of offer calculation
Each commercial offer can have a discount applied on whole offer value.
Example where it is defined that commercial offer called Pharmacy offer 06/2017 2 has additional discount of 3 % if you order between 1000,00 and 2500,00 EUR.
Order in Next for the same example (picture above):
Preview of rules applied for calculation in Next:
Example of order discount calculation
Each order can have a discount applied for all commercial offers all together (as defined in SV Anywhere Admin under Order – discount).
Example where it is defined that all orders added in July and August of 2017 will have additional discount of 5 % if you order between 2500,00 and 5000,00 EUR.
Order in Next for the same example:
Preview of rules applied for calculation in Next:
