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support:03_pricing:05_pricing_templates
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support:03_pricing:05_pricing_templates [2013/01/28 12:12] jshellhaas created |
support:03_pricing:05_pricing_templates [2015/10/12 14:18] (current) seyers |
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| - | ====== Pricing Templates ====== | + | ===== Pricing templates associated with the account ===== |
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| + | As mentioned previously, Accounts is the "authoritative source" for information - including the appropriate pricing for an Account. There are four important ideas to remember when configuring the pricing for an Account: | ||
| + | * The //rates// for pricing for all Accounts is defined in Pricing Templates (see Pricing Templates - Overview) | ||
| + | * Unless otherwise configured, the //rates// for an Account will use the "List" pricing for the company ("Class/offering default") - typically specified in Cash/Call-In Pricing Templates (see Pricing Templates - Overview) | ||
| + | * Account-specific pricing (different than the company "List" or Cash/Call-In templates) must be specified as a separate Pricing Template (see Set-Up: Creating New Pricing Templates). A Pricing Template for a specific Account, would ideally be applicable to other Accounts as well - e.g., other auto dealers. | ||
| + | * The pricing //approach// - particularly as it relates to Mileage - is defined by Account | ||
| + | \\ | ||
| + | Once appropriate Pricing Templates have been created, they need to be linked with the Account. Note: if the Account will use the company "List" pricing ("Class/offering default") there is no need to create a linkage in the Account - DispatchDirectTM will automatically use the "List" Pricing Templates if a more appropriate alternative has not been "associated with" the Account . | ||
| + | \\ | ||
| + | |||
| + | If a different Pricing Template is appropriate for one or more Vehicle Class/Service Offering combinations, they should be linked - or "associated" - with the Account as follows: | ||
| + | - Select the Account from the list in the window that slides out from the right | ||
| + | - Extend the window at the bottom of the screen - "Pricing templates associated with account" | ||
| + | - Click on "Associate another template" - a new row will be created under "Template" | ||
| + | - Click on the drop-down menu in the new row and select the appropriate Pricing Template for use with the Account - the choice will be automatically saved | ||
| + | - To remove, if necessary, click on the "Remove?" box at the end of the row, and confirm this choice in the dialogue box | ||
| + | |||
| + | {{:support:assoc_templates.jpg|}} | ||
support/03_pricing/05_pricing_templates.1359393161.txt.gz · Last modified: 2013/01/28 12:12 by jshellhaas
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