Note
This function is currently only available in a limited number of customer environments.
When a central clinic location is used in the system, the Pricing Tool is enabled, and items have been created or published at least once from the Pricing Tool to Provet Cloud, you can create central item bundles in the central clinic location and share them with local clinic locations. Central item bundles can be used on a consultation in the same way as regular item bundles. Note that the prices of the copied bundle and its items are determined by the local clinic location's pricing, not by the pricing set in the central clinic location.
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The connected Provet Cloud instance uses the Central Clinic location feature setting must be enabled under Settings > General.
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Items must be published from the Pricing Tool to Provet Cloud to generate main item IDs, which are required for linking items between the central and local clinic locations.
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Items must be linked through the Pricing Tool to the individual lists of local clinic locations, and the Update Provet Cloud linked items setting must be selected in the publication settings of each item.
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In the central clinic location, go to Catalog > Bundles.
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Select Add bundle and fill in the information.
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Select Create. The bundle is saved and the bundle page opens.
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If you want to share the item bundle with other clinic locations, select the desired clinic locations in the Copied to clinic locations field. To share with all clinic locations, select All. The Excluded clinic locations field appears, allowing you to specify any clinic locations to exclude if needed.
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Add items to the bundle.
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Select Save and publish. The bundle and its items are copied to the selected local clinic locations. Note: It may take a moment for the selected clinic locations to appear under the shared clinic locations list. If the list doesn't update, refresh the page to see the clinic locations to which the bundle was copied.
To view the bundle in a local clinic location, locate the bundle and select the eye button at the end of the row.
Note that you cannot edit shared bundles in local clinic locations. To make changes, create a copy of the bundle in the local clinic location.
Find the bundle you want to copy and select the plus button at the end of the row. Then edit the bundle name and adjust the contents as needed.
When managing bundles in the central clinic location, any changes made to the items, sub-bundles, or discounts are reflected in all shared clinic locations once the central bundle is saved. Here’s how updates are applied:
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Update Item Discount, Quantity, Discount for Planned Items, and Default Selection: Updates to the discount percentage, quantity, planned discount settings, or default selection of an item in the central clinic location bundle. These changes are applied to corresponding bundles in all shared clinic locations. Note that the base price of the item continues to be determined by each clinic location's local item list.
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Remove a Sub-Bundle: Removes a sub-bundle from the central clinic location bundle. This change is applied to all shared clinic locations, and the bundle price is updated accordingly.
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Remove an Item: Removes an item from the central clinic location bundle. This action deletes the item from all shared clinic locations, and the bundle price is updated accordingly.
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Fixed-Price Bundles: The same actions (item price updates, sub-bundle removal, or item removal) apply to fixed-price bundles. However, the total bundle price in shared clinic locations remains fixed, regardless of any changes made to the bundle's contents.
Updated
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