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support:07_storage-impound:03_pricing_templates
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support:07_storage-impound:03_pricing_templates [2015/10/23 16:05] seyers |
support:07_storage-impound:03_pricing_templates [2015/10/26 14:20] (current) seyers |
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| ====== Storage Pricing Templates ====== | ====== Storage Pricing Templates ====== | ||
| - | It is easier to use an existing template to make a new one with a different pricing structure. In that case, you would select a unique Description then "Save as new template." | + | 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 you want to create one from "scratch", click "Reset for new template" then choose appropriate vehicle class and service offering and give it an identifying Description. Then visit each tab and input any applicable rate information for each. | + | 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. |
| * 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. | * 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. | * 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. | ||
| * AGENCY STORAGE FEES may or may not be collected from the customer and disbursed to an agency. | * AGENCY STORAGE FEES may or may not be collected from the customer and disbursed to an agency. | ||
| - | * UNCHARGES can be added as a flat rate fee or as a percentage of storage charge or extras. | + | * UPCHARGES can be added as a flat rate fee or as a percentage of storage charge or extras. |
| * DISCOUNTS tab can record any account-specific discounts offered to special customers. | * DISCOUNTS tab can record any account-specific discounts offered to special customers. | ||
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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. | 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|}} | ||
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| - | create a new storage pricing template, choose an appropriate a Class and Offering (if you use different prices by size of vehicle). 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. | ||
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| - | 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? | ||
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| - | 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. | ||
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| - | 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. | ||
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| - | 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. | ||
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| - | 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. | ||
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| - | The diagrams below explain the the function for each tab in terms of impact on storage pricing. | ||
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| - | ====== Storage tab ====== | ||
support/07_storage-impound/03_pricing_templates.1445630720.txt.gz · Last modified: 2015/10/23 16:05 by seyers
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