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support:07_storage-impound:03_pricing_templates [2015/10/09 11:27]
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, although the tabs available will change based on the Service Offering showing on the pricing tabs.  ​Storage templates will appear with yellow highlighting after they are savedwhich tow/service jobs remain white +It is often easier ​to use an existing template to make a new one with a different ​pricing ​structure.  ​In this caseyou would give it a unique Description then "Save as new template." ​
  
-Firstthink about the types of prices your company charges ​for cash jobs vsimpounding ​for the local or state police, vsmunicipalities 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?+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 DescriptionThen visit each tab and input any applicable rate information ​for each.
  
-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 designated quickbooks account or become a fee collected by your company, ​then can be paid to third party +  * 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 storagewhen the "​clock"​ resets for new day and the billing increment used.
  
-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 customersfor exampleBasic pricing ​can be createdthen changed and re-saved with "​Save ​as a new template"​ button to reflect nuances in pricing between accounts +  * COMPANY STORAGE FEES are collected from the customer and disbursed ​to the companye.g., a yard fee.  Lien fees can also be added here as well as user defined fees, as needed.
  
-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 +  * AGENCY STORAGE FEES may or may not be collected from the customer and disbursed to an agency.
  
-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. Only charges created on the Extras menu will be available to the lot management pricing screen, and Extras will have to be created for each storage ​pricing template.+  * UPCHARGES can be added as a flat rate fee or as a percentage of storage ​charge or extras
  
-The diagrams below explain the the function for each tab in terms of impact on storage pricing. ​+  * DISCOUNTS tab can record any account-specific discounts offered to special customers. 
 + 
 +  * 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. 
 + 
 +  * ITEM TEMPLATES only apply to Service or Towing pricing templates and are not visible ​in storage pricing. 
 + 
 +  * MISCELLANEOUS tab relates Quickbooks linking and companies who charge customers for monthly statements. 
 + 
 +It is not necessary to use every tab; Ranger has created flexibility to accommodate the most detailed rate structures for our customers. 
 + 
 +{{:​support:​07_storage-impound:​storage_pricing_png.png|}}
  
-====== Storage tab ====== 
  
  
-{{:​support:​07_storage-impound:​storage_pricing_storagetab.png|}} 
  
  
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support/07_storage-impound/03_pricing_templates.1444404466.txt.gz · Last modified: 2015/10/09 11:27 by seyers