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support:07_storage-impound:03_pricing_templates [2015/10/08 08:36] seyers |
support:07_storage-impound:03_pricing_templates [2015/10/26 14:20] (current) seyers |
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| - | ====== Pricing Templates ====== | + | ====== Storage Pricing Templates ====== |
| - | Creating pricing templates for Storage jobs are similar to creating pricing templates for towing jobs. Think about the types of prices your company charges for cash jobs vs. impounding for the local or state police, vs. municipalities which have their own fee structures in addition to an impound charge by your company. Do you charge differently for inside vs. outside storage, cars, trucks or tractors? | + | It is often easier to use an existing template to make a new one with a different pricing structure. In this case, you would give it a unique Description then "Save as new template." |
| - | If so, each different pricing structure must have its own pricing template to reflect this. The various tabs available in the pricing templates enable tracking charges that will flow to a specifics quickbooks account or becomes a fee collected by your company, then can paid to a third party. | + | If you want to create one from "scratch", click "Reset for new template" then choose appropriate vehicle class and service offering and give it a unique Description. Then visit each tab and input any applicable rate information for each. |
| - | It is not necessary to use every tab unless required for your pricing structure. For example, the Discounts tab isn't needed unless you offer discounts to certain customers, for example. Basic pricing can be created, then changed and re-saved with "Save as a new template" button to reflect nuances in pricing between accounts. | + | * STORAGE allows for a tiered rate structure with different prices based on days in the lot. Complete each field based on how your company bills for storage, when the "clock" resets for a new day and the billing increment used. |
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| + | * COMPANY STORAGE FEES are collected from the customer and disbursed to the company, e.g., a yard fee. Lien fees can also be added here as well as user defined fees, as needed. | ||
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| + | * AGENCY STORAGE FEES may or may not be collected from the customer and disbursed to an agency. | ||
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| + | * UPCHARGES can be added as a flat rate fee or as a percentage of storage charge or extras. | ||
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| + | * DISCOUNTS tab can record any account-specific discounts offered to special customers. | ||
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| + | * EXTRAS are flat rate items that must be created on each template to which they apply to be available from the vehicle pricing tab and added to the bill. | ||
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| + | * ITEM TEMPLATES only apply to Service or Towing pricing templates and are not visible in storage pricing. | ||
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| + | * MISCELLANEOUS tab relates Quickbooks linking and companies who charge customers for monthly statements. | ||
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| + | It is not necessary to use every tab; Ranger has created flexibility to accommodate the most detailed rate structures for our customers. | ||
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| + | {{:support:07_storage-impound:storage_pricing_png.png|}} | ||
| - | If your company charges a "yard" or "administrative" fee or fees for sending lien letters, these can be defined under the "Company storage fees" tab. | ||
| - | While the tab for "Item templates" is shown in the pricing templates area, this tab is functional for towing extras (which we call "items" to differentiate from the "extras" tab) which often are usage based and thus more complex than the flat rate charges available as "Extras" in the previous section. | ||
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