Manage Categories in Pricing Tool

Categories can be used to group items together and make them available only for specific departments, for example, to apply default percentages to items in specific departments.

Find and View Categories in Pricing Tool

You can view the Pricing Tool categories on the Categories page.

To filter categories, use the Active, Archived, or All filters, or search from the list using the text search field. The search field searches from the selected filtered list.

To view a category, select the View category link at the end of the category row. The category page shows the items included in the category. You can search for items by name using the search field and list items by item type (All, Procedures, Medicines, Supplies, Foods, Laboratories) and status (Active, Archived, All).

If you want to update the category name, select Options > Update. Note that you cannot update the names of archived categories.

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Add a Category to Pricing Tool

  1. Go to the Categories page and select Add category.

  2. Add a name for the category and select Save category. The new category is added to the Active list.

Archive or Restore a Category in Pricing Tool

Archive an Active Category

  1. Go to the Categories page.

  2. Select the All or Active filter.

  3. Find the category you want to archive and select the View category link.

  4. On the category page, select Options > Archive.

  5. In the confirmation dialogue, select Archive.

archive_category.jpg

Restore an Archived Category

  1. Go to the Categories page.

  2. Select the All or Archived filter.

  3. Find the category you want to restore and select the View category link.

  4. On the category page, select Options > Restore.

  5. In the confirmation dialogue, select Restore.

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