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support:00_overview:03_pricing
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support:00_overview:03_pricing [2013/12/24 10:52] seyers |
support:00_overview:03_pricing [2015/10/12 10:44] (current) seyers |
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| - | ====== Pricing Methodology ====== | + | ====== Pricing Templates Overview ====== |
| - | Pricing Templates define rates and are one of the most powerful features in DispatchDirectTM. They are very easy to create, and even easier to then duplicate/modify to create additional templates. Use care in developing Pricing Templates - you need enough templates to reflect the pricing diversity of your business. But recognize that each template is likely to require some level of future “maintenance” as you change pricing. It would be easy to create more Pricing Templates than you really want/need. | + | Pricing Templates define rates and are one of the most powerful features in DispatchDirectTM. They are very easy to create, and even easier to then duplicate/modify to create additional templates. //Use care in developing Pricing Templates// - you need enough templates to reflect the pricing diversity of your business. But recognize that each template is likely to require some level of future “maintenance” as you change pricing. It would be easy to create more Pricing Templates than you really want/need. |
| The best place to start is to build the Pricing Templates for your “Cash” business - i.e., Call-In or Over-the-Transom requests - often from first-time and/or one-time customers (vs. repeat customers that would more typically be set up as established accounts with special pricing). It is helpful to think of the Pricing Templates for your Cash/Call-In business as the “List Pricing” for your company - what you typically charge. Building these Cash/Call-In templates as the company's “List Pricing”, makes the templates particularly useful for creating account-specific pricing - providing a starting point for setting more attractive rates for key clients or high-volume customers. | The best place to start is to build the Pricing Templates for your “Cash” business - i.e., Call-In or Over-the-Transom requests - often from first-time and/or one-time customers (vs. repeat customers that would more typically be set up as established accounts with special pricing). It is helpful to think of the Pricing Templates for your Cash/Call-In business as the “List Pricing” for your company - what you typically charge. Building these Cash/Call-In templates as the company's “List Pricing”, makes the templates particularly useful for creating account-specific pricing - providing a starting point for setting more attractive rates for key clients or high-volume customers. | ||
| - | Technically, this concept of “List” pricing is defined by the templates you designate as the “Class/offering default”. There can only be one “default” pricing template for each combination of Vehicle Class and Service Offering. It is recommended that you set the Cash/Call-In template for each relevant combination of Vehicle Class and Service Offering as the “Class/offering default”. | + | Technically, this concept of “List” pricing is defined by the templates you designate as the “Class/offering default”. //There can only be one “default” pricing template for each combination of Vehicle Class and Service Offering.// It is recommended that you set the Cash/Call-In template for each relevant combination of Vehicle Class and Service Offering as the “Class/offering default”. |
| - | To minimize complexity, it is advantageous to have multiple accounts using the same Pricing Template. You may have many repeat customers for whom you use “List” prices, or that share the same (discounted) Pricing Template. | + | //To minimize complexity, it is advantageous to have multiple accounts using the same Pricing Template.// You may have many repeat customers for whom you use “List” prices, or that share the same (discounted) Pricing Template. |
| - | Any account-specific pricing (pricing that is different than “List” (i.e., the “Class/offering default”) needs to be established in a separate Pricing Template. There are two major advantages of setting up account-specific pricing as a template. First, as noted earlier, it may make sense to apply these same templates to multiple accounts. For example, you may choose to use the same pricing for all auto dealers served. In addition, the template can be used to create other templates with similar characteristics. For example, the template for one motor club may be similar to another. A new account-specific template can be created by changing the description of the template, making whatever changes are needed, and saving it as a new template. | + | Any //account-specific pricing// (pricing that is different than “List” (i.e., the “Class/offering default”) needs to be established in a separate Pricing Template. There are two major advantages of setting up account-specific pricing as a template. First, as noted earlier, it may make sense to apply these same templates to multiple accounts. For example, you may choose to use the same pricing for all auto dealers served. In addition, the template can be used to create other templates with similar characteristics. For example, the template for one motor club may be similar to another. A new account-specific template can be created by changing the description of the template, making whatever changes are needed, and saving it as a new template. |
| Unless account-specific pricing has been defined and associated with an Account, the appropriate pricing for the Accounts is assumed to be “List” pricing - the designated default template for the combination of a Vehicle class/Service offering. For example, in pricing a new call for Account ABC, DispatchDirectTM will use, if available, an account-specific template for the Vehicle Class/Service Offering that has been associated with Account ABC. If Account ABC does not have a different Pricing Template for the Vehicle Class/Service Offering, it will be priced at “List” (i.e., whatever template has been designated as the “Class/offering default”). | Unless account-specific pricing has been defined and associated with an Account, the appropriate pricing for the Accounts is assumed to be “List” pricing - the designated default template for the combination of a Vehicle class/Service offering. For example, in pricing a new call for Account ABC, DispatchDirectTM will use, if available, an account-specific template for the Vehicle Class/Service Offering that has been associated with Account ABC. If Account ABC does not have a different Pricing Template for the Vehicle Class/Service Offering, it will be priced at “List” (i.e., whatever template has been designated as the “Class/offering default”). | ||
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| + | **For more information about pricing, visit section 03_pricing in the main document at the following link: [[http://www1.rangersst.com/dokuwiki/doku.php?id=ranger_internal&idx=support]]** | ||
| ====== Pricing Parameters ====== | ====== Pricing Parameters ====== | ||
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| After selecting a Class and Offering from the Drop Down Menus, you Create a uniquely named template and configure the components via Tabs in the Pricing Template: | After selecting a Class and Offering from the Drop Down Menus, you Create a uniquely named template and configure the components via Tabs in the Pricing Template: | ||
| - | - Tow/Service price (flat rate or per hour) | + | - __Tow/Service price__ (flat rate or per hour) |
| - | - Mileage for Enroute, Loaded, GOA is tiered as follows: | + | * Mileage for Enroute, Loaded, GOA is tiered as follows: |
| - | * First X miles at $x.xx | + | * First X miles at $x.xx |
| - | * Next X miles at $x.xx | + | * Next X miles at $x.xx |
| - | * Thereafter miles at $x.xx. Some Mileage will just be "Thereafter miles at $4.00" with nothing on first 2 lines. | + | * Thereafter miles at $x.xx. Some Mileage will just be "Thereafter miles at $4.00" with nothing on first 2 lines. |
| - | + | - __Labor__ (flat rate or hourly) – on the Pricing Template, it will always be added to ticket (it is not optional, as an Item would be on an Item Template) | |
| - | 2- Labor (flat rate or hourly) – on the Pricing Template, it will always be added to ticket (it is not optional, as an Item would be on an Item Template) | + | - __Upcharges__ as Flat Rate or Percentage can be applied to: |
| - | + | * Towing | |
| - | - Upcharges as Flat Rate or Percentage can be applied to: | + | * Total mileage |
| - | * Towing | + | * Unloaded mileage |
| - | * Total mileage | + | * Loaded mileage |
| - | * Unloaded mileage | + | * Labor |
| - | * Loaded mileage | + | * Extras |
| - | * Labor | + | - There is also a user-defined Upcharge field (flat rate or %) that can be applied to: |
| - | * Extras | + | * Towing |
| - | There is also a user-defined Upcharge field (flat rate or %) that can be applied to: | + | * Total mileage |
| - | * Towing | + | * Labor |
| - | * Total mileage | + | * Extras |
| - | * Labor | + | - On-Invoice __Discounts__ as a Percentage of: |
| - | * Extras | + | * Towing |
| - | + | * Total mileage | |
| - | - On-Invoice Discounts as a Percentage of: | + | * Unloaded mileage |
| - | *Towing | + | * Loaded mileage |
| - | *Total mileage | + | * Labor |
| - | *Unloaded mileage | + | * Extras |
| - | *Loaded mileage | + | - __Extras__ – This tab represents Legacy Extras that are flat rate only and must be configured on each individual Pricing Template. These have been replaced by our more robust “Items” and “Item Templates” |
| - | *Labor | + | - __Item templates__: Items are created then “grouped” together and Named as an for a particular Account or a particular type of call (e.g., Towing Extras, Allstate Extras). These are the new “Extras” |
| - | *Extras | + | * Examples of any price items: Supply at $x.xx; Fuel at $x.xx |
| - | + | * Examples of time-based items: Winching at $115 per hour, 30 min. minimum then 15 min. increments; Labor at $75 per hour in ½ hour increments | |
| - | - Extras – This tab represents Legacy Extras that are flat rate only and must be configured on each individual Pricing Template. These have been replaced by our more robust “Items” and “Item Templates” | + | * Examples of usage based items: Bags of absorbant at $10 each, Overmileage at $6/mi (usually paid by cash customer, sometimes part of 2nd invoice on motor club job) |
| + | - __GOA/Customer Pickup__ represents service fee paid (typically motor clubs) when vehicle is no longer at scene when driver arrives, or when customer cancels after driver went enroute. GOAs include: Flat rate $xx and possible enroute mileage after x miles free | ||
| - | - Item templates: Items are created then “grouped” together and Named as an for a particular Account or a particular type of call (e.g., Towing Extras, Allstate Extras). These are the new “Extras” | + | ===== Getting Started ===== |
| - | * Examples of any price items: Supply at $x.xx; Fuel at $x.xx | + | **Getting Started** - Suggestions |
| - | * Examples of time-based items: Winching at $115 per hour, 30 min. minimum then 15 min. increments; Labor at $75 per hour in ½ hour increments | + | |
| - | * Examples of usage based items: Bags of absorbant at $10 each, Overmileage at $6/mi (usually paid by cash customer, sometimes part of 2nd invoice on motor club job) | + | |
| - | - GOA/Customer Pickup represents service fee paid (typically motor clubs) when vehicle is no longer at scene when driver arrives, or when customer cancels after driver went enroute. GOAs include: Flat rate $xx and possible enroute mileage after x miles free | + | - Define vehicle classes and service offerings … keep it simple to start … its generally most helpful to get up and running quickly, recognizing that DispatchDirect has the flexibility for as much complexity as you are prepared to manage and maintain |
| + | - Configure the Cash/Call-In Account in Accounts - this is the "default" for business that comes in over-the-transom | ||
| + | - Begin defining pricing - in Pricing Templates - for the “cells” in the two dimensional matrix (vehicle classes and service offerings) where you do the most business | ||
| + | - Start by defining Pricing Templates for the “Call-In”/”Cash Call”/"Over-the-transom Calls" – use these as the “default” pricing approach ("List Pricing") for the business – in so doing any account that does not have a company-specific template for a cell in the matrix will be priced by the system using this default | ||
| + | - Where a different pricing structure is appropriate for one or more accounts, start with the closest available Pricing template (e.g., for "Cash" business), adjust as necessary, give the template a new name, and "Save as a new template". Part of the idea behind this approach is to make it easy to create an Account-Specific pricing template by starting with an available template (note: the list of templates – Rates” – can become quite long .... be prudent in creating just what you really need) | ||
| + | - For the relevant Accounts, associate the new Pricing Template with that account …. The System will use the Vehicle Class and Service offering for pricing – using the Account-specific template when available, and the company default pricing (Call-in/Cash) when account-specific pricing has not been entered | ||
support/00_overview/03_pricing.1387900350.txt.gz · Last modified: 2013/12/24 10:52 by seyers
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