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support:00_overview:03_pricing
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support:00_overview:03_pricing [2013/12/24 11:26] 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. | ||
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| * 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) | * 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 | - __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 | ||
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| + | ===== Getting Started ===== | ||
| + | **Getting Started** - Suggestions | ||
| + | |||
| + | - 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.1387902402.txt.gz · Last modified: 2013/12/24 11:26 by seyers
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