Invoice Panel Pricing Logic Explained

Webinar

The video below feature expert insights, real-world examples, and best practices from our recent webinar series. This session is designed to help you maximize our platform’s value:

Pricing Panel Workflow

Invoice line items have many configurable prices, discounts, and surcharges. In this article we will take a deep dive into the logic for determining how an Invoice Line Item's final price is calculated based on Assay, Panel, Customer, and Turnarounds.

Assay Line Item

An Assay Line Item can be influenced by its Panel, Customer, and assigned Turnaround.

• Rate
  • If a Customer-Assay Specific Price is set, use it
  • If the above doesn't exist, use Panel-Assay Specific Price (only applicable if this Assay comes from a Panel and you have the "Group By Panel" configuration disabled)
  • If none of the above exists, use Assay's Base Price
• Discount
  • If a Customer-Assay specific Discount is set, use it
  • If the above doesn't exist, apply the Customer's Company Discount (only applicable if you have the "Apply company discount on individual line items instead of subtotal" General Setting enabled)
  • If none of the above exists, no Discount is applied
• Surcharge
  • If a Customer-Panel-Assay-Turnaround Surcharge exists, apply the surcharge (only applicable if this Assay comes from a Panel).
  • If the above doesn't exist, check if Panel-Assay-Turnaround Surcharge exists, apply it (only applicable if this Assay comes from a Panel).
  • If the above doesn't exist, check if a Customer-Assay-Turnaround Surcharge exists, if so, use it.
  • If the above doesn't exist, check if Assay-Turnaround Surcharge exists and use it
  • If the above doesn't exist, use the Turnaround's Default Surcharge
  • If none of the above exists, no Surcharge is applied

Panel Line Item

A Panel Line Item can only be influenced by its Customer-Panel specific configurations.

• Rate
  • If a Customer-Panel Specific Price is set, use it
  • If the above doesn't exist, use the Panel's Base Price
• Discount
  • If a Customer-Panel Specific Discount is set, use it (only applicable if this Assay comes from a Panel).
  • If the above doesn't exist, apply the Customer's Company Discount (only applicable if you have the "Apply company discount on individual line items instead of subtotal" General Setting enabled).
  • If none of the above exists, no Discount is applied.
• Surcharge
  • If a Customer-Panel-Turnaround Surcharge exists and all the tests on the Panel have the same Turnaround, apply the surcharge.
  • If the above doesn't exist, check if a Panel-Turnaround Surcharge exists and all the tests on the Panel have the same Turnaround, apply the surcharge.
  • If none of the above exists, no Surcharge is applied.

Field Locations

In the Customer Detail Page, you can find the following fields:

• Company Discount
• Customer-Assay Base Price
• Customer-Assay Discount
• Customer-Panel Base Price
• Customer-Panel Discount
• Customer-Assay-Turnaround Surcharge
• Customer-Panel-Turnaround Surcharge
• Customer-Panel-Assay-Turnaround Surcharge

In the Panel Detail Page, you can find the following fields:

• Panel Base Price
• Panel Turnaround Surcharge
• Panel-Assay Base Price
• Panel-Assay Turnaround Surcharge

In the Assay Detail Page, you can find the following fields:

• Assay Base Price
• Assay-Turnaround Surcharge

In the General Settings page, you can find the following fields:

• Turnaround Surcharge