There are two types of Special Purpose Pricing aimed at relationships with Customers. Both of these allow you to give special consideration to Customers, or to meet individual Customer contract requirements extending beyond a single job.
For the most part these use the "3 building blocks" of Parts Markups and Labor Rates, but they also provide other generalized and specific controls. The best explanation for these is contained in their related topics:
Basic Rules and Examples:
Customer Pricing acts mostly as overrides to other pricing in effect. (For more detail, see Rules of Pricing, which uses the same examples as below.)
| • | Customer Special Pricing overrides other Company settings. |
| ► | Click here for an example on the Work Order General Tab. |
| ► | Click here for an example on the Items Tab - Parts. |
| • | Agreement Margins override other Company settings. |
| ► | Click here for an example on the Work Order General Tab. |
| ► | Click here for an example on the Items Tab - Parts. |
| • | Customer Agreement Margins prevail over Customer Special Pricing, because an Agreement contract with a Customer is more specific. |
| ► | Click here for an example on the Work Order General Tab. |
| • | If Customer Special Pricing has a FIXED Dollar Amount indicated for a specific Part or Labor Code, that is the final override. |
| ► | Click here for an example on the Items Tab - Parts. |
| ► | Click here for an example on the Items Tab - Labor. |
| • | Agreement Discount Coverage is applied after the Unit Sale Amount is calculated. Thus it "overrides" other pricing controls, but only until any Discount Limit is reached, at which time normal pricing resumes. |
| ► | Click here for an example on the Items Tab - Parts. |
| ► | Click here for an example on the Items Tab - Labor. |
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