Pricing Management Export

This utility can be use to export the existing Customer defined 'Tier 1' Group Rates and the 'Tier 2' Special Rate Levels defined for rentals in the Multi-Tiered Customer Special Pricing window, to an Excel spreadsheet.

The information can then be modified on the spreadsheet and saved to a 'tab-delimited text file' that can be imported back into the system using the Pricing Management Import tool to update the customer Tier 1 and Tier rate information.

The selection information required for the Export action includes:

CUSTOMER, "ALL" OR "SEL"

Select one of the following options:

• Type ALL to include all customers in the output.
• To generate the output for a single customer, enter the customer number or select it from the Accounting Customer Search window.
• Type SEL to select a several specific customers for the output, as outlined in the Selected Customers window.

FIRST RATE CODE

Select the rate code to determine the rental rate charge per each Group, to display in the first rate column, or select one from the drop-down box as setup in the Company Default Rates.
The default value is the Rate Code selected for this column on the last Export run.

Note: Each of the column headings on the spreadsheet reflects the Description assigned to the corresponding Rate Code in the Company Default Rates, regardless of the rate code description and rate hours setup for a specific Group.
The import updates the rate charges but does not change the rate structure.
The rental rate for the Group will display according to the Rate Code and will still be updated according the Rate Code, even if the description and rate hours are different.

SECOND RATE CODE

Select the rate code to determine the rental rate charge per each Group, to display in the second rate column, or select one from the drop-down box.
The default value is the Rate Code selected for this column on the last Export run.

THIRD RATE CODE

Select the rate code to determine the rental rate charge per each Group, to display in the third rate column, or select one from the drop-down box.
The default value is the Rate Code selected for this column on the last Export run.

FOURTH RATE CODE

Select the rate code to determine the rental rate charge per each Group, to display in the fourth rate column, or select one from the drop-down box.
The default value is the Rate Code selected for this column on the last Export run.

FIFTH RATE CODE

Select the rate code to determine the rental rate charge per each Group, to display in the fifth rate column, or select one from the drop-down box.
The default value is the Rate Code selected for this column on the last Export run.

PERIOD END REVENUE

Accept today's date or enter a preferred cut-off date for the revenue total to be displayed on the export spreadsheet.
The Revenue calculation is by Customer/Group for the past 365 days from the specified End date.

Resulting Export Spreadsheet:

The spreadsheet lists the following information:

• CUSTOMER Number, and Name:
  Do not change the Customer # column as it is used to identify the row in the Pricing Management Import process.
  The Customer Name is for reference only.

• TIER2 Columns:
  There are a maximum of 6 TIER2 columns export to the spreadsheet to display the first 6 Special Rate Levels defined for the customer in the Multi-Tiered Customer Special Pricing.
  The values in these 6 columns may be repeated on following rows if there are multiple Group rows for the Customer.
  These Special Rate Levels can be modified to update the Second Tier Rental Rate Levels information on importing. If changes are made Rate Level codes must be valid.
  Refer to Special Rates Codes for information on how special rates can be utilized.

• TIER1 Columns:
  The Tier1 columns include the "Groups" with a maximum of 5 the associate "Rates" and "Expiry Dates" for this special charges.
  Only Quote Groups that have been included in the Quote Group Mapping table are included in the spreadsheet.
  The Sys Groups are not listed but they will be updated by the same rates defined for the Quote Groups.
  Group numbers that are included in the Customer First Tier Rental Rates for the selected customers are listed, prefaced with a + (plus).
  The Groups, Rate Amounts, and Expiry Dates, can be modified before re-importing to update the corresponding customer's Customer First Tier Rental Rates.

• REVENUE Column:
  The value in the "12 Month Revenue" reflects the total rental and sales revenue from this Customer, for this Quote Group plus all associated Sys Groups per the Quote Group Mapping table, in the last 365 days from the date entered in the Period End Revenue field of the Export selection criteria.
  This value is for reference only and is not included in the Import process.

• SALESMAN Columns:
  The Salesman code and name are included on the spreadsheet output for reference, but changes to Salesman are not re-imported and do not update the Customer Information.

Finished?

When the modifications to the data on the spreadsheet are completed and the data is ready to be imported back into the Customer First Tier Rental Rates and Second Tier Rental Rate Levels, save the spreadsheet to a 'tab-delimited text file' and use the Pricing Management Import utility to update the Multi-Tiered Customer Special Pricing information in the application.