What is the best way to track Annual Supply of Contact Lenses without reviewing each invoice ?
Since we give discounts on every annual supply purchase, what if i created a Billing Default >Discount type: Annual Supply CL, is there a way to see that on a report ?...would this work ? I noticed another user creates a separate annual supply bill code for each product... i'd prefer to avoid all those extra codes.
Last Edit: Dec 17, 2018 10:25:19 GMT -6 by gillian
Post by friscoeyeassociates on Dec 21, 2018 10:20:12 GMT -6
Yes, create a new billing code for the year supply discount or "In house rebate" as we call it. We have 2 different ones, one for bi-weekly/Monthly replacements and one for Dailies which is a larger discount/in house rebate. You can either create a new billing category when you create these called "Year Supply Rebates" or you can add them into an existing category like "Contacts" if you like. I like having their own category because then you don't have to drill down into contacts category in the Sales report to see how many you did.
hoping there is a way to run a report for discount type, then i create as a discount since its a negative. this is more streamlined. Otherwise, if there is a billing code, then the staff has to calculate separately and put in as a negative amount. anything against the norm makes it more confusing for them.
Post by friscoeyeassociates on May 1, 2019 12:47:59 GMT -6
Not that it is particularly important, but in my opinion it is actually less confusing to create a billing code. You can create the billing code and default it as a negative amount so that staff never has to calculate. But to each there own. Like you said, you can put it in as a discount however the staff actually has to do more this way by going through the "Add Discount" dialog box, thus leaving open more room for data entry error. Also, you can run a production report and view discounts, but all discounts are grouped together. To see just how much of the total discounts can be attributed to rebates you would need to export and sort in excel. Creating a billing code just makes it much more track-able, in my opinion anyway.
As an aside, we actually try to use the discount dialog box as little as possible, specifically because of it's ambiguity in reporting. Rather, even for promotions we run like Free Optomap for this or that, or $50 off in optical retail if you see our intern for example... For all of these we have billing codes with negative amounts. I can track how many of each promotion were used very easily with a sales report this way, while if they went into discounts I would have to sort and calculate.