Pricing Sheets (Advanced Mode)

Overview

This section is dedicated to equipment pricing that requires detail such as additional charges past the hourly rate, flat rates, minimum rates, operator, and labor charges.

Benefits

This will auto-fill the invoice once the ticket has been submitted prior to processing. 

Specifics

• Navigate to Sales - Pricing.
• Select the scheme you would like to use - left click to highlight it.

• The Pricing sheets will appear on the left side of the page.

• Select the Unit size that you want to edit – Double click to open the sheet.

• Select – Switch to Advanced Mode

• Advanced Mode will open

1. General Information specifies the minimum override and job type. This is the place to enter a minimum amount.  (If the balance of all items on the invoice do not meet the minimum amount selected, the customer will be charged the minimum plus the surcharge if applicable). If there is no minimum, the field should be left blank. The Job Type field gives the possibility to select whether the Pricing Sheet applies to a certain job type or all job types (default value).

2. Surcharge can be changed per unit, if this was set up in the first section the percentage will carry over to each unit in the pricing scheme. If changes are made in this area, it will only apply to the unit selected.

3. Flat Price with or without overage is entered here.  For instance, the flat rate will be $825.00 for 4 hours and 125.00 per hour after the 4 hours with a volume max of 180 and $3.25 per hour after the 180.  The overage amounts will be entered into the Tier 2 Rate. If you are not utilizing a flat rate or overage for flat rates, leave this blank. 

4. Equipment - The information in this section will be utilized for hourly rates and overages.

An hourly minimum if selected while creating the pricing scheme will carry over to each sheet, you may change the minimum hours per unit in this area. 

Increment time is generally broken down quarterly, but this may be altered.

Set up Rate is a flat price that would be charged with no times involved.

Tier rates:

Tier 1 is the hourly charge.

Tier 1 max is what is allowed before additional charges begin.

Tier 2 is what will be charged after the max has been reached.

5.  The Labor Rates in this area are for billing purposes only. Please refer to the Time based pricing.

6. Description on Invoice - The label that is desired on the invoice can be changed.  It is preferred to change the description in the initial set up of the "pricing scheme" so that it will carry over to each sheet. If specific changes to are needed for certain customers or units, it will be done in this area.

• Scroll down to find the designation type that you wish to alter. Double click in the label.

• Rename the label by typing over the existing name.

7. Line Items - Line items can be selected per sheet. If the line items pertain to the entire "pricing scheme", these items should be selected when the scheme is created. Changes in this area will only affect this sheet.  select the green (+).

A list of "invoice line items" will appear. - Left click the item to highlight and then use selected

The item "amount" can be changed and can be applied to "all invoices" for this sheet. If it does not need to be applied to all invoices for this sheet, the line item will appear during "invoicing" with the option to add to billing.