Case Types
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      1. Passare
      2. Case management
      3. Case Types

      Create a trade case

      Use Trade Cases to keep track of trade work, including embalming, removals, and cremations.

      Create a trade case

      To get started, select Create > Trade Case.

      Select the Trade Business you're using from the drop-down

      Similar to At-Need, the First and Last Name are required. Create!

       

      using the trade case pop-up, choose the trade business you want to work from and complete the first and last name fields

       

      If the business is not available, you can add it to your Rolodex.

      Select the + sign.

      add to the rolodex by selecting the blue plus sign button

      Add the Business Name and Save.

      Check the box to Save to Organization Rolodex if this is a business you'll use again.

      Add Rolodex entry fields

      Add goods and services

      If your funeral home is the one providing the trade services, you can add Goods & Services to the contract.

      Goods & Services page

       

      Make sure to Sign so the transaction will appear on your accounting reports.

      Sign section

       

      The Payments will be the same as At-Need except the funeral home (or trade business) will be the Purchaser.  Primary Purchaser field

       

      If the Business does not appear in the drop-down, go to Admin > Rolodex > Find the Trade Business.

      select Rolodex from Admin drop-down

       

      Check the box for Purchaser/Payer and Save.

      The business will now appear in the Purchaser drop-down.

      Continue filling out any additional information.

      Be sure to Save when finished.

      Need more information?:

      Create a Trade Case in the Passare App

       

      Need help? Email us at support@passare.com or call 1-800-692-5111.