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--- support:07_storage-impound:03_pricing_templates [2015/10/14 08:27]
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+++ support:07_storage-impound:03_pricing_templates [2015/10/26 14:20] (current)
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 ====== Storage Pricing Templates ======
-Creating pricing templates for Storage jobs is similar to creating pricing templates for towing jobs, although the tabs available will change based on the Service Offering showing on the pricing parameters tabs.  Created storage templates will appear with yellow highlighting after they are saved.  Towing/service templates will remain white.
+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."
-First, 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?
+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.
-If so, each different pricing structure must have its own pricing template to reflect this. If more accounts can share pricing templates, the fewer templates will need to be created. The various tabs available in the pricing templates enable tracking charges collected and that need to be paid to a 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 storage, when the "clock" resets for a new day and the billing increment used.
-It is not necessary to use every tab unless necessary 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 using the "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 company, e.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 used exclusively on towing/service extras (which we call "items" to differentiate from the "extras" tab for storage).  Item templates can be usage based and thus are more complex than the flat rate charges available as "Extras" in the section 02_extras. **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.
-====== Storage tab ======
+  * 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.
-{{:support:07_storage-impound:users_sherylseyer_documents_ranger_sst_png_files_storage_pricing_storagetab.png|}}
+  * ITEM TEMPLATES only apply to Service or Towing pricing templates and are not visible in storage pricing.
-Storage screen after entering a pricing structure:
+  * MISCELLANEOUS tab relates Quickbooks linking and companies who charge customers for monthly statements.
-{{:support:07_storage-impound:storage_tab.png|}}
+It is not necessary to use every tab; Ranger has created flexibility to accommodate the most detailed rate structures for our customers.
-====== Company storage fees tab ======
+{{:support:07_storage-impound:storage_pricing_png.png|}}
-{{:support:07_storage-impound:company_storage_fees1.png|}}
-====== Agency storage fees tab ======
-If you need templates for any Accounts with additional fees to be distributed to an agency, you can create (or rename and reuse another template with similar pricing structures to then modify).
-{{:support:07_storage-impound:agency_storage_fees_tab1.png|}}
-====== Upcharges & Discounts tabs ======
-Your company has the ability to add up to two user-defined upcharges and two user-defined discounts to a template, as needed for an Account.  RangerSST's pricing templates can accommodate extremely detailed pricing structures with additional optional tabs.
-{{:support:07_storage-impound:upcharges_tab.png|}}   {{:support:07_storage-impound:discounts_tab.png|}}

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