This report will allow you to identify products purchased less than a desired volume. Many businesses strive to identify products that have been purchased at a low rate as those products don't typically qualify with volume discounts like other products. This is a great way to identify those one-off products purchased in place of your day-to-day pre-approved Formulary products.
Customize Options
Once you access the report there is a default of displaying all of your spend by Product but you can customize/refine your filter to a specific order by:
Filter options:
- If you are at a Corporate Level then you will be able to see the report for all practice locations within the corporation by default.
- If you are at a Practice Level then the default display is all data from your specific practice.
- Date Range
- Search field utilizing SKU, Desc., etc.
- Select from drop-down filters to limit results
- Once you have utilized filter options click Build Report
- Download options include PDF or Excel.