The Pricing Tool is being replaced by the Pricing Hub. The concepts described in this article apply to both tools, though some steps may differ in the Pricing Hub.
Categories can be used to group items together and make them available only for specific clinic locations, for example, to apply default percentages to items in specific clinic locations.
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.
You can also create new categories directly from the Categories page.
Add a Category to Pricing Tool
To add a category:
Go to the Categories page and select Add category.
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
Categories can be archived when no longer needed and restored later if required.
Archive an Active Category
To archive a category:
Go to the Categories page.
Select the All or Active filter.
Find the category you want to archive and select the View category link.
On the category page, select Options > Archive.
In the confirmation dialog, select Archive.
Restoring a category makes it active again and available for use.
Restore an Archived Category
To restore a category:
Go to the Categories page.
Select the All or Archived filter.
Find the category you want to restore and select the View category link.
On the category page, select Options > Restore.
In the confirmation dialog, select Restore.