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Bika · New functions specification and use cases

Bika Lab Systems -  web based open source LIMS     v2.0, 17 October 2006, lemoene

Quantum Analytical Services - open source LIMS by Bika
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HTML Wire frame model

Document notes

General

Samples

Chemical Analysis
     Requests
     Templates
     Job Cards
     Quotes

Analysis Specifications

Micro-Bio Analysis
     Requests
     Job Cards
Hygiene Surveys
     
Templates
Visual Inspections
Staff Surveys
Cultures and Antibiograms

Orders

MicroB, Order and other Quotes

Invoices

Price Lists

Reports

 

Price Lists

Pricelists in the wire frame model, click here

Purpose

To compile price lists from the services and products listed in the system

Notes

Price lists are not shown to clients or anonymous visitors but can be printed or e-mailed by the labmanager

Since prices are kept separately for corporate and non-corporate clients, two separate price lists  for these two groups can be created. This is not indicated on the eventual price list

Items  to be put on a pricelist and grouped as such, can be selected from:

o    Chemical analytical services

o    Micro-Biological analytical services

o    Culture reports

o    Antibiograms

o    Survey and Inspection costs

o    Products (non-analytical – ie distilled water or consultation hours)

For pseudo-quoting and promotions etc, it is possible to apply a discount percentage on all of the price list or any sub-section of it

Prices of Surveys and Visual inspections are made up of

o    a basic survey fee

o    Travel cost depending on the distance to the Survey site and the price per km  charged

o    a sampling fee per sampling/inspection ‘point’

o    the standard analysis fee per analysis requested

Since analyses ‘allowed’ to be included on surveys are tagged as such in the system set-up, it is possible to differentiate prices for the same analysis between MARs and Surveys. If required

Creating price lists

Use case

Role players labmanager

prices themselves are maintained in the LIMS set-up on the list of analytical services, surveys, culture reports etc. all price updates are done there

the role player navigates to the price lists page

she presses [create price list]

on the price list creation page she gives the price list a name, ie Chemical Analyses 2006 and

she enters a start and end date

she completes a field to indicate whether it is a corporate or non-corporate price list

she select the groups of items to be included, ie surveys, inspections, culture reports etc.

for, ie a promotional price list, a discount percentage can be applied per price group or all items

remarks about the prices can be entered in a remarks field

as well as selected from the global insertion list

she presses [save]

the price list is compiled off the list of analytical services and their prices, discounts applied and kept in the LIMS set-up

for a corporate price list, the corporate prices are used

for a non-corporate price list, the non-corporate prices are used

Emailing and printing price lists

Use case

the role player navigates to the price lists page

she opens the pricelist to email/print

to print it, she presses print in the browser’s menu system

she may also email the price list to any of the contacts on the system – their addresses are available to lab staff off a pick list, clients and other users type in e-mail addresses

once the email address field is completed, she presses [email]

the LIMS delivers the price list to the addressee