Apply Default Percentages to Items in Clinic Locations Based on Categories in Pricing Tool

In some situations, you may always want to apply the same percentage to items in specific clinic locations. For example, you may want a clinic location in the center of a large city to always have prices set to 120% of the master price, while a clinic in the countryside would always have prices set to 80%.

To achieve this, you can add the items to a category and set the categories to apply a default percentage to the items in the different clinic locations. Note that if an item is included in more than one category with different default percentages, the highest percentage is used.

  1. Go to the Categories page.

  2. Find the category and select the View category link on the category row.

  3. On the category page, select Enabled clinic locations. A panel opens.

  4. Under Clinic locations filter settings, turn on the toggle so that the category can be used to process items for clinic locations.

  5. Under Apply a default percentage offset, turn on the toggle so that you can set default percentages for the clinic locations.

  6. Turn on the toggles for the clinic locations you want to enable for the category.

  7. In the Percentage fields, set the default percentages for the clinic locations.

  8. Select Confirm selection.

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On the category page under the category name, you can see when a category has been enabled for clinic locations and if default percentages have been applied.

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Override Category Percentage

When an item is included in a category that is enabled for specific clinic locations with default percentages set, the clinic location settings and clinic location specific percentages are used from the category settings. However, you can override this and manually set a percentage offset for a specific item in a specific clinic locations. To do this, go to the item page, scroll down to the Clinic location specific prices section and toggle the switch in the Override category percentage column for the clinic location. If you do not see the column, select Filter columns and select it from the list.

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