Importance of Insurance Warnings
Insurance warnings are great for maintaining compliance and ensuring that all orders are covered by valid insurance. By putting these warnings on the order page, users can take action to renew or update insurance details.
Setup Process
Enabling Customer Own Insurance:
Navigate to Account Settings: Go to the account settings where you manage customer details.
Enable Own Insurance Setting: Find the customer-owned insurance option and enable it.
Inputting Insurance Details
Enter Expiry Date: Once the Own Insurance setting is enabled, you can input the expiry date of the customer's insurance.
Additional Insurance Details: You can also add any other relevant insurance information for record-keeping purposes.
Order Creation and Insurance Warnings
Creating an Order: When you create an order, the system will automatically check the insurance details.
Expiry Warning:
Yellow Warning: If the insurance is nearing expiration, a warning will be displayed in yellow.
Red Warning: If the insurance has expired, the warning will be displayed in red.
Prominent Display: These warnings are prominently displayed at the top of the order entry screen to ensure they are easily noticed.
