Creating a Price Schedule?
Step-by-step guide to create and manage Price Schedules in SiCompounding for consistent formulation pricing based on quantity or days supplied.
Overview
A Price Schedule is used to automatically determine a price for a Formulation Type based on:
- Days Supplied
- Quantity Sold
This ensures consistent pricing for formulations and streamlines billing.
Navigation Path
- Click the FileMaker Pro icon to open FileMaker.
- From the left-hand menu, click SiCompounding.
- In the main window, click Pharmacy to open the Dashboard.
- From the blue sidebar, select Settings.
- Under Finances, select Price Schedule.
Price Schedule List
The Price Schedule window displays all existing schedules. From here, you can:
- Add a new schedule
- Edit an existing schedule
- Search schedules by name or formulation type
- View change logs
Create a New Price Schedule
- Click + Price Schedule.
- Enter the following information in the Price Schedule window:
- Name
- Description
- Formulation Type
- Prices Formula
- Margin %
- Dispense Fee
- Override Prices
- Choose Days Supply or Quantity.
- Example using Quantity:
- Qty 5 @ $11.99
- Qty 10 @ $10.99
- Qty 20 @ $10.49
- Click Save after entering all data.
Price Schedule Actions (Gear Icon)
Click the gear icon at the end of a row for the following options:
Edit
- Opens the Price Schedule window.
- Modify fields as needed.
- Click Save to apply changes.
Change Logs
- Opens the Record Modification Log.
- Displays all changes made to the schedule.
- Click the X in the upper-right corner to close the log.
Important Notes
The Pharmacy Settings section contains foundational configuration data that must be completed before using other areas of SiCompounding. Here, you can manage:
- Product settings
- Facility areas
- Equipment
- Workflows
- Costs and fees
- Laboratory work
- COM templates
- Notifications
- Integrations
- Automation and audit logs
Ensure all required data is accurately entered for proper system operation.