TABLE OF CONTENTS
Overview
This document explains the steps in adding new products and services to Solaria. Following these steps makes sure that Solaria charges clients and pays resources automatically on new products and services in addition to handling other features for new products and services. Once familiar with these steps, the table of contents above can be used as a checklist to make sure you don’t miss any steps.
Adding a New Product
When you need to add a new product to Solaria, there are several steps you want to go through to make sure the product flows through the system correctly.
Add the Product
To add a new product to Solaria, select Categories and Types ► Products. The product list will be displayed.
1. Go to the blank line at the bottom of the list or click on the add line icon button and enter the internal description, invoice description, product type, etc. for the new product.
2. Click on Save Changes to save the new product.
Add Prices for the Product
If you want Solaria to automatically enter the correct price for the product on client invoices, select Settings ► Categories and Types ► Product Prices. The Product Prices window will be displayed.
1. Select each Company – Job Type and Rate Type from the drop-down lists at the top of the window.
2. Enter the price for each delivery type for the new product.
3. Click on Save Changes before switching to a different Company – Job Type or Rate Type.
If the price is similar on several companies, job types or rate types, use the Copy Prices To… button to copy the current prices entered for the product to other companies, job types and rate types.
If you have any custom Price Templates, select that option at the top of the window and enter the prices for the new product on your templates in the same manner.
Add Product to Order Templates
If you want to include the new product as part of a standard set of products to put on orders, select Settings ► Categories and Types ► Order Templates. The Order Templates window will be displayed.
Select each Template you want to include the product in, then check the new product in the list. Click on Save Changes before switching to another template.
Add Products to Standing Orders
If you have standing orders for specific attorneys and want to include the new product in their standing order, do the following:
1. Go to the Attorney maintenance window for those attorneys.
2. Click on the Standing Order tab.
3. Check the new product.
4. Click on Save Changes.
Add Order Tasks for Product
If you want to track steps in production of the product, select Settings ► Categories and Types ► Order Tasks. The Order Tasks window will be displayed.
1. Select the Company for the order task.
2. Click on the add line icon button to add a new line to the list.
3. Select the new Product and enter the Task Description plus the other fields.
4. Repeat this for all tasks to perform for that product.
5. Click on Save Changes.
Assign Product to Services
If you want to be able to pay resources for the new product automatically, select Settings ► Categories and Types ► Service Pay Products. The Service Pay Products window will be displayed.
Select each Service you want to pay the product for, then check the new product in the list. Click on Save Changes before switching to another service.
Add Pay Rates for the Product
If you want to be able to pay resources for the new product automatically, select Settings ► Categories and Types ► Product Pay Templates. The Product Pay Templates window will be displayed.
1. Select each Template and Rate Type from the drop-down lists at the top of the window.
2. Select the Pay Type you want to use. This defaults to the Unit Type you entered on the product with an additional option of “Percentage”.
3. Enter the pay rate for each delivery type for the new product.
4. Click on Save Changes before switching to a different Template or Rate Type.
If the pay rate is similar on several templates or rate types, use the Copy Rates To… button to copy the current prices entered for the product to other companies, job types and rate types.
Add Commissions for the Product
If you pay commissions on the product, you will need to add the amount of commissions to our commissions templates. Select Settings ► Categories and Types ► Commission Templates. The Commission Templates window will be displayed.
1. For each Template selected, enter the Pay Rate for the new product.
2. Click on Save Changes before switching to a different Template.
If the pay rate is similar on several templates, use the Copy Rates To… button to copy the current prices entered for the product to other templates. Select the templates you want to copy TO and the new product.
Adding a New Service
When you need to add a new service to Solaria, there are several steps you want to go through to make sure the service flows through the system correctly.
Add the New Service
To add a new service to Solaria, select Settings ► Categories and Types ► Services. The service list will be displayed.
1. Go to the blank line at the bottom of the list or click on the add line icon button and enter the service description, company type, etc. for the new service.
2. Click on Save Changes to save the new service.
Assign Resources to the Service
You need to assign the service to any resources that can perform the service. This allows you to assign the resources to the service on a job.
1. Go to the Resource maintenance window for each resource that can perform the service.
2. Check the new service in the Services list on the window.
3. Click on Save Changes.
Assign Products to the Service
Solaria can automatically pay resources for the new service when they are assigned to it on jobs. Select Settings ► Categories and Types ► Service Pay Products. The Service Pay Products window will be displayed.
1. Select the new Service then check each product they should get paid for by default.
2. Click on Save Changes.
Add Tracking Items to the Service
Solaria can automatically add specific tracking items to the job when the service is selected on it. Select Settings ► Categories and Types ► Service Tracking Items. The Service Tracking Items window will be displayed.
1. Select the new Service then check each tracking item that should automatically be added to a job that uses the service.
2. Click on Save Changes.
Assign Files to the Service
Solaria can automatically attach specific files to resource confirmation emails based on the service the resource is assigned to. Select Settings ► Categories and Types ► Service Files. The Service Files window will be displayed.
1. Select the Company at the top of the window.
2. Next to the new service, select the file you want to attach to confirmation emails.
3. Check MS Word Merge to PDF if you want to use a Word merge that saves to a PDF then attaches it to the confirmation emails.
4. Click on Save Changes.
Assign Scopes to the Service
If you have a medical records company and want to include specific scopes for the service in your letters, select Settings ► Categories and Types ► Service Scopes. The Assign Scopes to Services window will be displayed.
1. Select the Service at the top of the window.
2. Check each scope you want to include in the letters.
3. Click on Save Changes.
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