The Pricing Tool is a paid add-on service intended for customers with multiple clinic locations. If you do not yet have the Pricing Tool in your subscription, first contact Provet support or sales for activation. Then follow this guide to get started with using the Pricing Tool.
Preparation
In your Provet, you need to have one central clinic location which is not a real clinic. This clinic location will own the central item list which the other clinic location item lists will be connected to. From the central clinic location, you can also create central item bundles and share them to other clinic locations.
If you do not yet have a central clinic location, you can create it during the Pricing Tool onboarding process. Note that the central clinic location will have limited features and cannot be used as a normal clinic location. You will not be charged for this extra clinic location as it is purely used for configuration purposes.
The Pricing Tool requires that you have individual item lists for each clinic location and that all items in your different item lists that should be treated as the same must have the same code. You can then use item categories in the Pricing Tool to manage your items and updates.
Note
Two different items in the same item list cannot have the same code. In some cases, for example, with laboratory items, some laboratories may share items and the item code cannot be set freely when using an integration. In these cases, using the Pricing Tool for managing the items is not recommended.
Note
If your clinic locations share an item list, getting started with the Pricing Tool and planning the change will require assistance from the Provet technical support team. This may mean some manual work, additional costs, and a new configuration for your clinics.
Take some time to plan the categories you will need to create in the Pricing Tool.
First Time Login
After the Pricing Tool add-on has been activated, you will be able to log in. After logging in, complete the following steps:
Synchronise your clinic locations:
Import base information.
Import all items.
For more information, see Synchronise Data Manually From Provet.
Publish all items from the Pricing Tool to Provet. To do this, create a category, add all items to the category, and then publish the category to Provet. See also Publish All Items in a Category to Specific Clinic locations . If you need help, contact Provet support.
These two steps need to be completed so that a connection is established between your items in the Pricing Tool and Provet. After completing these steps, you can start using central item bundles in Provet.
In addition, we recommend the following step:
Create categories in the Pricing Tool to help with item management.
After you have the basics set up, you can start exploring additional functionality, for example, how to update items in the Pricing Tool , schedule publishing updates to Provet, create discount schemes, or adjust prices for specific clinic locations.
You can also still edit items in Provet individually, in bulk, or using file import. We strongly recommend that you add new items always from the Pricing Tool and publish to relevant clinic locations, but editing existing items can be done both in the Pricing Tool and Provet.
Note
Provet synchronises the selected clinic locations and updates to the Pricing Tool every night at 00.00 UTC. If needed, you can also synchronise data manually from Provet.