How to enter Custom Pricing for Customer & Supplier
This article will take you through steps on how to enter custom pricing
What is Custom Pricing ?
If you have different rates for all you Customer/Supplier, you can enter that through Custom Pricing
How to enter?
Custom Pricing can be entered for both Customer and Supplier.
Customer-
To enter Custom Pricing for a specific Customer, go to masters - customer - select the customer - select ‘New Contract Dates’ - Add
Once you have entered the contract dates for the customer you will see the custom pricing box
1- Edit Dates : Select this to Edit your current contract dates
2- Vehicle Groups : Select the vehicle group you want to create a package for
3- City : If you have different pricing for each city then select the city or if you keep ALL the pricing you enter will be for that particular city only
4- Duty Type : These are the packages that you offer your customer
5- Base Rate : Under this column you will enter the Price that you offer for this Vehicle Group & Duty Type
6- Extra KM Rate : Enter the rate you charge per KM if the duty crosses the duty type km limit
7- Extra HR Rate : Enter the rate you charge per HR if the duty crosses the duty type HR limit
8- Download PDF: By selecting this you would download the Custom Pricing data in PDF format
9- Copy PRICING from : If you have 2 customers who have the same pricing and contract dates, you can select the customer you want to copy pricing from. This would update the selected customers pricing and change contract dates as well
10- Add Dates : Select this to enter new contract dates
Supplier-
To enter Custom Pricing for a specific Supplier, go to masters - supplier - select the supplier - select ‘New Contract Dates’ - Add
Once you have entered the contract dates for the supplier you will see the custom pricing box
1- Edit Dates : Select this to Edit your current contract dates
2- Customer : If you pay this supplier a custom price for a specific customer you can select the Customer and enter pricing information
3- Vehicle Groups : Select the vehicle group you want to create a package for
4- City : If your supplier has different pricing for each city then select the city or if you keep ALL the pricing you enter will be for that particular city only
5- Duty Type : These are the packages that you offer your customer
6- Base Rate : Under this column you will enter the Price that you pay for this Vehicle Group & Duty Type
7- Extra KM Rate : Enter the rate you pay per KM if the duty crosses the duty type km limit
8- Extra HR Rate : Enter the rate you pay per HR if the duty crosses the duty type HR limit
9- Download PDF: By selecting this you would download the Custom Pricing data in PDF format
10- Copy PRICING from : If you have 2 suppliers who have the same pricing and contract dates, you can select the supplier you want to copy pricing from. This would update the selected suppliers pricing and change contract dates as well
11- Add Dates : Select this to enter new contract dates
Thank you!
What is Custom Pricing ?
If you have different rates for all you Customer/Supplier, you can enter that through Custom Pricing
How to enter?
Custom Pricing can be entered for both Customer and Supplier.
Customer-
To enter Custom Pricing for a specific Customer, go to masters - customer - select the customer - select ‘New Contract Dates’ - Add
Once you have entered the contract dates for the customer you will see the custom pricing box
1- Edit Dates : Select this to Edit your current contract dates
2- Vehicle Groups : Select the vehicle group you want to create a package for
3- City : If you have different pricing for each city then select the city or if you keep ALL the pricing you enter will be for that particular city only
4- Duty Type : These are the packages that you offer your customer
5- Base Rate : Under this column you will enter the Price that you offer for this Vehicle Group & Duty Type
6- Extra KM Rate : Enter the rate you charge per KM if the duty crosses the duty type km limit
7- Extra HR Rate : Enter the rate you charge per HR if the duty crosses the duty type HR limit
8- Download PDF: By selecting this you would download the Custom Pricing data in PDF format
9- Copy PRICING from : If you have 2 customers who have the same pricing and contract dates, you can select the customer you want to copy pricing from. This would update the selected customers pricing and change contract dates as well
10- Add Dates : Select this to enter new contract dates
Supplier-
To enter Custom Pricing for a specific Supplier, go to masters - supplier - select the supplier - select ‘New Contract Dates’ - Add
Once you have entered the contract dates for the supplier you will see the custom pricing box
1- Edit Dates : Select this to Edit your current contract dates
2- Customer : If you pay this supplier a custom price for a specific customer you can select the Customer and enter pricing information
3- Vehicle Groups : Select the vehicle group you want to create a package for
4- City : If your supplier has different pricing for each city then select the city or if you keep ALL the pricing you enter will be for that particular city only
5- Duty Type : These are the packages that you offer your customer
6- Base Rate : Under this column you will enter the Price that you pay for this Vehicle Group & Duty Type
7- Extra KM Rate : Enter the rate you pay per KM if the duty crosses the duty type km limit
8- Extra HR Rate : Enter the rate you pay per HR if the duty crosses the duty type HR limit
9- Download PDF: By selecting this you would download the Custom Pricing data in PDF format
10- Copy PRICING from : If you have 2 suppliers who have the same pricing and contract dates, you can select the supplier you want to copy pricing from. This would update the selected suppliers pricing and change contract dates as well
11- Add Dates : Select this to enter new contract dates
Thank you!
Updated on: 18/11/2022
Thank you!