About the conversion of Cornerstone discounts
The ezyVet equivalent to the Cornerstone discounts feature are price adjustment rules. After the data conversion process is complete, a practice manager must configure price adjustment rules to make sure that ezyVet correctly changes the value of client invoices.
In Cornerstone, a practice manager can use the discount feature to change the price of client invoices. For example, Cornerstone automatically applies a discount to a client invoice if:
- A practice manager configured a discount record
- A practice manager configured an invoice item to have the applicable discount
- A staff member configures the client record to have the discount
The data conversion process automatically:
- Converts the discount record as a price adjustment rule
- Adds a tag for the price adjustment rule to the applicable client contact records
As a result, ezyVet automatically applies the applicable price adjustment rule to the total value of the client's invoice the next time that you invoice them. If you want ezyvet to discount only the specific items Cornerstone discounted, you must:
- Add a tag to the applicable product records
- Configure the filters of the applicable price adjustment rule to apply to only products that tag
Note: The data conversion process does not set tags for product records.
You can use the filters of a price adjustment rule to:
- Change the value of some products of a client invoice
- Not change the total value of a client's invoice
You have price adjustment rules for staff members. You only want to staff members to pay the cost price of consumable products (for example, pet food). The table that follows shows an example of how a practice manager can configure a price adjustment rule:
- That calculates a discount for consumable products only
- For clients that have the Staff member tag of the Discount Group tag category will receive the discount
| Setting or box | Information to set or enter |
|---|---|
| Rule Name | Cost |
| Type of Adjustment to Apply | Percentage % |
| Price Adjustment | −100 |
| Select the Minimum Amount ($) option | |
| Minimum Markup | 0 |
| Service Fee | Set to Service Fee Not Included |
| Filter category | Filter configuration |
|---|---|
| All | Add one filter of the Cornerstone Discount Group type. Then, set the filter to Staff member. |
| Any | Add one filter of the Product Group Invoiced type. Then, set the filter to Consumables. |
This image shows the example settings:
