MANSOQ Billing
Create a charge item definition
This flow describes how to create a charge item definition in MANSOQ. A charge item definition is a priced template for a service or an item. Pre-requisites - You are a member of the facility. - A category for charge item definitions is set up…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to create a charge item definition in MANSOQ. A charge item definition is a priced template for a service or an item.
Pre-requisites
- You are a member of the facility.
- A category for charge item definitions is set up in the facility. You select this category in the form.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Read Charge Item Definition | Lets you open the charge item definitions of your facility. |
| Can Create Charge Item Definition on Facility | Lets you create a new charge item definition for your facility. |
Steps
1. Open the charge item definitions
Go to the facility.
Click Settings.
Click Charge Item Definitions.
2. Select the category
Open the category for the new definition.
Click Add Definition.
3. Fill in the definition details
Complete the components in the form.
| Components | What it captures |
|---|---|
| Title | The name of the priced item or service. This field is required. |
| Slug | A short identifier for the definition. MANSOQ suggests the slug from the title. The slug must have 5 to 25 characters. This field is required. |
| Category | The category that holds this definition. MANSOQ fills in the category that you opened in step 2. This field is required. |
| Status | Draft, Active, or Retired. MANSOQ sets Active by default. |
| Description | Extra detail about the definition. This field is optional. |
| Purpose | The reason to use this pricing template. This field is optional. |
| Derived From URI | The web address of the source of this template. This field is optional. |
| Can Edit Charge Item | Select this checkbox to let staff change the price on a charge item that comes from this template. MANSOQ selects it by default. |
| Base Price | The standard price. This field is required. Enter a negative price for an invoice-level discount. |
| MRP | The maximum retail price. This field is optional. |
| Purchase Price | The price that your facility pays. This field is optional. |
| Taxes | One or more taxes that apply to the price. This field is optional. |
| Discounts | One or more discounts that apply to the price. Each discount has its own conditions. This field is optional. |
Note: Your facility settings decide which taxes and discounts you can select.
4. Save the definition
Click Create.
Note: Press Shift+Enter to submit the form. Press Escape to cancel.
Expected Outcome
- MANSOQ confirms that it created the definition.
- MANSOQ takes you back to the category list.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.