Purchases

Purchases

The line items in your purchases screen are set up by Halcyon during your initial configuration. You may decide to proceed with the default line items that we include upon setup, or you may wish to change your line items to match a current contract that you are using. Once your line item configuration has been set the line items must remain static as to not affect historical data.

The running summary of your purchases for the client will display on the left side of the screen.

To edit the primary buyer, check the appropriate checkbox in the Contacts tab. You may add a Balance Due date by typing in the date or clicking the text box to open up a calendar to select a date.

Use the dropdown menu to select a price group if you would like the contract to fill with preset pricing. See the Price Groups Maintenance help article for more information on price groups.

Click the green plus sign button next to a subheading to add an item and manually type the name and price. Enter any notes about the item in the text box in the third column.

You may click the green shopping cart button to add an item at the default list price. These prices are maintained via your List Maintenance page.

You are able to type in a price if you want your price to differ from the list price you have in your settings.

Discounts reasons can be maintained under Admin> Financial Maintenance > Contract Discounts > Contract Discounts Maintenance.  You may configure discounts to have a default, but editable, flat rate, or configure them to calculate a percentage discount.  Please the the help article for Price Group Discount Maintenance for more information on maintaining discounts.

Extended pricing allows you to set the number of items and the value they are priced at individually. The system will calculate the appropriate total for that line item and populate the notes section with the quantity entered.

You may contact Halcyon at [e-mail] if you wish to configure any of your line items for extended pricing.