The Agreement Pricing Tab has two Sub-Tabs that provide enormous flexibility for customizing how you charge your Customers for Parts and Labor Rates. You enter here the exceptions that are going to override normal pricing (See Pricing). Pricing will proceed as usual unless a specific entry has been made in this Agreement. You only need to enter override values.

Note: Before exploring all possibilities here, observe that if all you want to do for an Agreement is to set up a general Agreement Markup for Parts and Labor (including a No Charge Markup), you only need do the following:

After setting these general rates, you can also enter specific exceptions as described below, if desired.

For your general Agreement Markup you also may wish to set up Parts Markups and Labor Rates with meaningful names, tailored to different Agreement Types.

Note for examples below: The following screen layouts occur in two places. The fields used are the same, and pricing hierarchy rules discussed below are similar.

Parts Sub-Tab:

On the Parts Sub-Tab enter information about Parts priced differently for this specific Customer or Agreement compared to all others. For Customer Special Pricing you can even set a Starting\Ending Date range for these exceptions.

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu). There may also be a header panel above for the "parent" of the details, or a DataView Footer below.

Since the first row in the details says, "Click here to add new...." this is a Direct Data Entry screen, where you add or make changes to the lines themselves, using the Data Entry Icons and Paging Icons at the bottom.

 

Customer Pricing for Parts is one of the Pricing Controls applied to Work Orders in a logical hierarchy, where Specific Level entries come after and override General Level entries, so the progression goes from the most general scope to the most detailed exception.

 

Fields: (For help with data entry, see Field Select Boxes and Field Helpers.)

 

Part #:

If all you want to do is to set up a general markup for Parts, keep the Part # empty, and enter the desired Parts Markup.

Select a specific Part that will receive either a specific Price or Parts Markup when you select it on a Work Order. (In this case you do not use the fields for Category or Sub Category.) (See Pop-Up Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Price:

A specific FIXED Price to associate with this Part. (If you enter a Price, you do not use the field for Parts Markup.) (Click down-arrow for Calculator Pad to aid numeric entry.)

Note: In cases where a Customer has both Customer Special Pricing and Agreement Pricing Tab entries: (See Rules of Pricing for examples.)

Parts Markup:

Select a Parts Markup to go with a Part Number or Category/Subcategory, or to stand alone.

If you do not also specify a Part #, Category or Sub Category, then this Parts Markup will be the complete and final override for any Part used for this Customer, unless another entry is made with a Specific Override for a certain Part.

Category or Sub Category:

Select a Part Category or Sub Category for a specific Parts Markup. (In this case you do not use the fields for Part # or Price.) (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Starting and Ending Dates:

If desired, enter a date range to control when this special pricing will be in effect. (Click on down-arrow for Calendar entry.)

Labor Sub-Tab:

Just as you can use Customer overrides for Parts, you can do the same with Labor charges. The Lookup Boxes and Starting/Ending Dates work in the same way as for the Parts Tab.

Customer Pricing for Labor is one of the Pricing Controls applied to Work Orders in a logical hierarchy, where Specific Level entries come after and override General Level entries, so the progression goes from the most general scope to the most detailed exception.

 

 

---

Page url: http://www.fieldone.com/startech/help/index.html?_pricing_tab.htm