When Adding a Policy, a Customer Service Representative–or CSR–indicates the policy provider by selecting a policy type. The policy type provides default policy settings, and from there, a CSR can adjust the policy's details as necessary. Any changes to a policy type's default settings will be reflected in any client policies that use the policy type.
Required permission(s): client_read, policy_type_create
In the Clients module, open the Settings tab.
Click the Policy Types sub-tab.
Click New to open the New Policy Type page.
Enter details of the new policy type in the fields provided.
Policy Type
Policy Type Name: The name of the policy or policy provider.
Policy Details
Policy Enabled: Indicates whether or not the policy type is enabled.
Global Policy: Indicates whether or not the policy type describes a global policy. Global policies cover any and all products. A non-global policy will only cover a product if the policy type is selected in the product's Policies tab.
Provider Number: The policy provider's ID number. Upon generating a Policy Receipt, the document will pull the provider number from this field.
Percentage Discount: The percentage of the order cost covered by the policy type.
Shipping Covered: Indicates whether or not the policy type also covers shipping costs.
Policy Limits Price Per Gram
Max Price per Gram Covered: The maximum price covered per gram of cannabis.
Discount Type: The category of discount under which the policy type falls. Discount types contribute to accurate data collection on the Policy Usage Report, Policy Type Report, and Discount Report.
Visit the Discounts module to Add a New Discount Type.
Discount on Remaining Amount Owing: These fields describe the percentage of the remaining price–after policy coverage–the licence holder will cover, broken down by product type. If the licence holder does not offer additional discounts, leave these fields at 0%.
Click Save to add the new policy type to the list. The new policy type will appear as an option when Adding a New Policy in the Policies tab.
From the Clients Settings tab, a CSR can also Add a New Referral Code, Add a New Call Log Reason, or Add a New Language.