While there are certainly tests you will only order individually, many tests will be ordered in groups. By leveraging Shepherd's bundles, you'll be able to order multiple tests at once, ensuring consistent care for your patients—and accurate invoices for clients.
If you want each bundle to have a flat price and to have the labs able to be order with/synced in Shepherd, it will need to contain:
All applicable labs
with a price of $0.00
marked as not included on invoice
A lab bundle-specific product
with a set price
marked as included on invoice
This process is broken down into three steps:
Making the lab product bundle
Updating Labs for a Bundle
To make sure a lab is ready for a bundle. you'll need to:
Updating the Lab: Price
To adjust a lab's selling price:
Open the lab's Products section in Admin
(Admin > Products > Lab (ex. IDEXX) tab)
Select the product you want to update
Select the "Override List Price" checkbox (pink)
This will automatically change the price to $0.00.
Updating the Lab: Invoice Status
To keep the client's invoice a bit more concise, we also recommend making sure these labs aren't included on a client's invoice.
To do that
Open the lab in Admin > Products
Unchecking the 'Included on Invoice' box (teal) at the bottom of the page
Repeat both steps for each lab you want to add to the bundle
Creating a product for the lab bundle
Because you can't create a price for a bundle (yet!), you'll need to make a product specifically for the group of tests you want to make a bundle for. These products will be what clients see on the invoice.
For these items, we'd recommend these:
Have a name: something descriptive that will make sense to clients (ex. Chem Extensive/UA in house)
Have a price: since this will be overriding the combined costs of the labs in the bundle
Be included on the invoice: since the individual labs will not be included
To make a new item: Admin > Products > Add New
Remember: turn the 'Included in Inventory' toggle to on.
Making the Lab Product Bundle
After you've updated the labs and made your bundle item, you're set to make a bundle.
To make a bundle, go to Admin > Bundles > Add New.
Note: the bundle below contains:
The bundle-specific item (blue)
All modified labs (orange)