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support:07_storage-impound:02_extras [2015/10/06 15:35] seyers |
support:07_storage-impound:02_extras [2015/10/26 13:47] (current) seyers |
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| ====== Extras ====== | ====== Extras ====== | ||
| - | There are two ways to create "Extras," which are additional charges that can be added to a storage job. | + | Extras are additional, flat-rate charges on a storage job, such as an access or administrative fee or a prepaid retow (see Retow). |
| - | - Create and name the charges as "items" and group to create an "item template" that can be attached to a pricing template for Storage. | + | |
| - | - Alternatively, those charges can be added directly to the Storage Template under the "Extras" tab that is already part of the Pricing Template. | + | |
| - | Which is the better way depends on the pricing philosophy your company has adopted. For example, if pricing for extra charges are the same for all your accounts or are based on time or quantity, it would be quicker to create them as items and group them into an "Item Template" for storage and attach to a pricing template. Further, if the charges are based on time or units, e.g., 2 boxes kitty litter, you will need to create a usage-based item using method #1. | + | These extra fees must be added to the invoice and saved before any payment is accepted. **//Pricing cannot be changed after payment is accepted. //** |
| - | {{:support:07_storage-impound:storage_extras_as_items.png|}} | + | To add "extra" fees to an invoice, they must be configured in pricing parameters of the storage pricing templates. |
| - | {{:support:07_storage-impound:storage_as_extras.png|}} | + | Go to: Configuration>>Pricing setup>>Pricing templates: |
| + | - Open the yellow storage pricing template(s) to which the extra must be added | ||
| + | - Click on the Extras tab to view currently assigned extras | ||
| + | - Click the green + Add an extra to template and select the extra to add | ||
| + | - Tab to enter the $ price | ||
| + | - If the desired extra isn't visible, it must first be added to the list of extras. Click on the green + Make a new extra available button | ||
| + | - Type in the name of the extra, then go back to step 3 and 4. | ||
| + | - Scroll up and save the pricing template when you are done. | ||
| + | The new Extra should be visible from the Storage Extras list on the Vehicle pricing tab in Lot Management. The extra must be added to each individual pricing template and saved. | ||
| + | {{:support:07_storage-impound:storage_extra.png|}} | ||