Set price limits and clinic discounts.
Set the minimum price and discount ceiling for the selected course item or course set. along with specifying discount conditions that must be approved at the item or bill level
Minimum prices and discount ceilings are mandatory limits. Exception approval cannot override them. The team must first adjust the transaction to comply.
This rule is set at the clinical level. As for those who can see, edit, or approve items It depends on the role and associated permissions.
Consider special discounts based on actual item details.
When the discount falls into the criteria that the clinic requires to request approval. The transaction maker sends the request along with reasons for the role that the authority has to consider. The approval results are tied to the items and rules used for consideration at that time.
If important transaction details or rules change after approval, the system checks conditions again before proceeding. The earlier approval does not automatically cover the changed transaction.
Separate rules for canceling course purchases and canceling services.
Cancelling a course purchase and cancelling a treatment usage record are different events. Clinics can set separate approval rules so the responsible person can review the relevant transaction context.
For items that require approval The authorized person considers the request first. Then the person requesting confirmation proceeds to cancel again. The system will check the conditions before making the actual transaction. Approval for cancellation is not yet a status of complete cancellation. and it is not an automatic refund to the customer
Separate duties of the rule maker, requester, and approver.
Setting sales rules and considering requests are different duties. Those with approval rights do not have the right to automatically change upsell rules.
The clinic specifies the role of the approver according to the set rules. and follow up on request details, consideration results, reasons, reviewers, and related times according to access rights It helps owners review decisions and teams take next steps from the same data.
Example: Special discounts that are still within the price range.
Rules in the example
The following numbers are examples to explain the rules. Clinics determine their own work-optimized values.
| Rules in the example | Values set by the clinic. |
|---|---|
| Course price | 2,000 baht |
| Minimum price | 1,600 baht |
| Maximum discount | 20% |
| Special discount criteria for managers to consider. | Set at 200 baht per item. |
Step 1
The employee offers a price of 1,750 baht, equal to a discount of 250 baht or 12.5%. The item is still within the minimum price and discount ceiling. But it is subject to approval.
Step 2
Employee sends request with reason. Managers with rules roles and permissions can view details to approve or reject them.
Step 3
Upon approval Employees process the same items. The system checks the details and rules again before recording.
Step 4
If the price is changed to 1,500 baht, the item will be below the minimum price and above the discount ceiling. Need to adjust the price again Even though there has been approval before
Terms of use that you should know.
- Clinics must set relevant rules and rights before use. The capabilities enabled depend on the package and clinic settings.
- The price control rules on this page are clinical level rules. It is not a matter of setting separate rules for each branch.
- The steps for requesting approval for discounts and price limits are separate parts. If only the discount approval process is closed Active price limits remain in effect.
- The cancellation approval on this page covers course purchases and service usage records. The refund section must consider the relevant financial transactions and procedures.
Frequently asked questions
Do I need approval every time I sell a course or give a discount?
No. Approval requests depend on clinic rules and transaction conditions. Minimum prices and discount ceilings remain separate limits the transaction must satisfy.
Can the approver allow sales below the minimum price?
No, the discount exception approval does not cross the set minimum price or discount ceiling. If the item exceeds the limit Teams must adjust the details to pass the rules before proceeding.
Who can approve special discounts?
People whose roles and rights meet the rules set by the clinic. Setting rules clearly specifies approved roles. They do not grant additional rights just because the role name looks more senior. And approval rights do not automatically include rights to amend sales rules.
Can each branch set separate price control rules?
The rules for controlling prices and discounts in this scope are clinical level rules. Each branch team's scope of work and data access is managed through their respective roles and permissions.
Approved to cancel course purchase. Will I cancel and refund immediately?
Not immediately, the requester must confirm the cancellation after approval. and a system for checking conditions before making actual transactions Cancellation approval is not an automatic refund. Therefore, it is necessary to check the procedures and related financial items as well.
Are canceling a course purchase and canceling service using the same rules?
It is a different type of request and the rules can be set separately. Cancellation of course purchases regarding course items purchased by the customer The section for canceling the service involves recording the times the right to receive the service was used.
Can you come back and see who considered the request and gave their reasons?
Those with permission to access the request can view details and the results of the consideration. Including the reviewer, reason, time and relevant status. This scope helps review approval requests and actions taken against them.