How do i add multiple insurance companies who have different prices

ERPNext Accounting
1

My needs are as follows

  1. create a pricing list for health insurance companies for service items
  2. Select the Insurance company and pricelist for the customer
  3. Generate invoice based on service items and load the right price for the specific insurance company selected
2

i think there is two option

first by using customer group as insurance company

second which i recommend make pos profile for each company like bupa pos profile
so you can choose your bupa price list as default and choose your customer manually

i hope you fine your answer

and hope so there is more option in erpnext for that

3

@ahmedbahgattt, many thanks for your suggestions. I will use your advise and try to figure it out.

4

One approach that worked for me was to create a profile for each insurance company. For example, set up a Sagicor Costa Rica profile with their specific price list. Then, when generating an invoice, you can select the correct insurance company, and the system will automatically load the right prices for that company. This way, each customer gets billed according to the correct price list based on their selected insurance provider.