Line Item Service Configuration

Line Item services for the resource system represent an order for services that have an item quantity and price per item. Generally this means that any service that is not a scheduled service is treated as a line item service. Configuration of a line item service is broken down into a number of sections identified below. Line Item services share most of their configuration with scheduled services.

Creating a new service

A new service can be created by clicking the "Create New Service" button located above the service list search box

ServiceConfig-CreateButton.png

Newly created services will not exist until saved after initial configuration. This means that some functionality that needs an id number such as creating service rates will not be available until the user click the "Save" button to save a newly created service.

ServiceConfig-NewRecord.png

Identifiers

ServiceConfig-Identifiers.png

Visuals

ServiceConfig-Visuals.png

Contact Information

ServiceConfig-Contacts.png

General Config

ServiceConfig-General.png

Tags

ServiceConfig-Tags.png

Tag strings used by the system for categorization and certain actions. No special tags are defined for services at this time.

Custom Data Config

ServiceConfig-DataConfig.png

ServiceConfig-LineItemDataField.png

Some services may require additional information to perform. Up to 5 custom data fields may be enabled for the ordring user to enter custom information. These custom fields will appear as text input boxes at the bottom of the line details with the provided data label/query.

Service Presets

ServiceConfig-LineItemPresetConfig.png

Line item services have presets instead of rates. These presets serve a variety of purposes depending on the the type of service. For "Line Item" and "Order Form" type services the line presets serve as pre-filled lines. The only difference between a "Line Item"  and "Order Form" service is that "Line Item" services allow ordering users to add manual lines to the order. Line item services can have zero or more presets. Generally "Line Item" type services will have no presets and serve as a manager only order form. Service presets have 7 configuration fields of which the first 4 are required:

  1. Label - The Description to be attached to this line item
  2. Type - The line preset type
    • Per Item - A fully configurable/removable line item
      ServiceConfig-LineItemPresetFullyEditable.png
    • Per Item (Required - Editable) - A order form line item with a alterable quantity
      ServiceConfig-LineItemPresetPartiallyEditable.png
    • Per Item (Required - Fixed) - An uneditable "fee" style line item
      ServiceConfig-LineItemPresetFixed.png
  3. Per Item Rate - The cost per item to default to or enforce
  4. Commercial Rate - The cost per item to default to or enforce for commercial accounts
  5. Minimum Quantity - The smallest number of this item the user can select. (Serves as the default field value, only enforced on (Required) preset types)
  6. Maximum Quantity - The largest number of this item the user can order. Defaults to 0 where 0 allows unlimited quantities. (Only enforced on (Required) preset types for values above 0)
  7. Conditional Fee - Used by the BBSP and other Sample Processing service types. No effect for general line item services.


Revision #8
Created 1 April 2021 15:46:10 by Elliot Francis
Updated 23 February 2024 15:25:10 by Elliot Francis