Pricing & tax

Create price profiles, supply price books, tax rules, checkout deals, and extra services.

Using this guideSign in to Back Office, then follow the menu names below. Available screens and actions depend on your role, branch, and connected services. If your screen differs, stop and ask support before changing a record. Content updated 31 August 2026
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Price profiles

How to create a price profile

A price profile keeps reusable unit and tier pricing consistent across selected branches.

  1. Open Price and taxes › Price profiles and choose New profile.
  2. Enter Profile name and Description, then choose the Branches that can use it.
  3. Choose Unit and set Active profile, then continue to Price options.
  4. Under Price options, enter each option label and price; choose Add tier for another option.
  5. Continue to Review, check the branch scope and prices, then choose Save profile.

Supply prices

How to create a supply price book

A supply price book calculates a commercial transfer price for selected franchise branches without changing the source batch cost.

  1. Open Price and taxes › Supply prices and choose New supply book.
  2. Enter Name and select the franchise Branches.
  3. Choose Batch cost plus markup or Carry batch cost.
  4. Enter Markup % when required and choose whether to lock price at approval or dispatch.
  5. Set Active supply book, then choose Save supply book.

Tax & deals

How to add a tax rule

A tax rule controls how one product category calculates and displays tax at checkout.

  1. Open Price and taxes › Tax rules and choose Add tax rule.
  2. Enter Rule name and Description.
  3. Choose Tax category and enter Tax rate %.
  4. Choose Tax treatment: VAT included in amount, VAT added on top of amount, Medical exemption, or Blocked until confirmed.
  5. Choose Status, then choose Save tax rule.
How to create a checkout deal

A deal applies a controlled discount by type, product, patient group, branch, and activation state.

  1. Open Price and taxes › Deals and choose Add deal.
  2. Choose Deal Type.
  3. Enter Deal name and the required discount, product, quantity, or minimum-order fields.
  4. Choose Patient group and Branches.
  5. Enable Active deal, then choose Save deal.

Extra services

How to set up an extra service

Extra services are reusable non-inventory charges, such as delivery or a rolling service. They do not receive or consume product stock.

  1. Open Price and taxes › Extra services and choose Add service.
  2. Enter Service name and an optional Default price.
  3. Select Branch scope, set Active service, and choose Save service.
  4. At checkout, choose the service and review its price for that sale before adding it.