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support:00_overview:03_pricing
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support:00_overview:03_pricing [2015/10/12 10:36] seyers |
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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.1444660581.txt.gz · Last modified: 2015/10/12 10:36 by seyers
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