Customer Rate Card
Utilities Menu -> Inventory Control -> Rates/Costs/Prices -> Print Customer Rate
Card
The purpose of the Customer Rate Card is to allow rental
companies to organize similar equipment Groups into one line on a
Rate Card and to use a Jasper form for the output.
The Customer Pricing Management utility
can be used to update Customer unique 'Tier 1' rental rates in the
customer's Multi-Tiered Customer Special
Pricing window, to customize the customer's Rate Card for the
'Quote Groups'.
The option is also provided to output the 'Quote Groups' rates for
the customer to a spreadsheet or to plain paper.
Note: Only 'Quote Groups' defined in Quote
Group Mapping are included in the Rate Card, using the
'Sort Key' sequencing defined in the Quote Group
Mapping table, and it is the 'Quote Group' descriptions from
the mapping table that print on the card.
If the customer does not have customized rates for a 'Quote Groups'
then the standard rates from Group
apply.
The customer Salesman name is printed on the Rate Card in
the "Prepared By" field.
The labels and "Additional Charges" with amounts that print on the
Jasper Rate Card can be customized and edited for your firm
as outlined in Customer Forms for
editing Jasper forms.
The Rate Card respects each customer's alternate language
preference as set in the Additional Customer
Information window, when the alternate language processing is
activated from the Company Miscellaneous
Parameters.
The prompts are:
-
- CUSTOMER
- Enter the customer number or select a customer from the
Accounting Customer Search window.
FIRST RATE CODE
- Enter the rate code to display in the first of three columns on
the rate card or select one from the drop-down box.
Note: The rate codes displayed in the drop-down box are the
Company Default Rates for the ALL
divisions option and the column heading description that prints on
the Rate Card is this Company Default, so all the 'Quote
Groups' need to respect the same rate structure for the Rate
Card to make sense.
SECOND RATE CODE
- Enter the rate code to display in the second of column on the
rate card or select one from the drop-down box.
THIRD RATE CODE
- Enter the rate code to display in the third of column on the
rate card or select one from the drop-down box.
MARKETING CODE
- Enter an optional code to print Marketing comments in the
header of the Rate Card above the Group Rate table, or
select one from the Marketing Comment Code
Search window.
QUOTE DATE
- Accept today's date or enter a preferred Quote Date to print on
the Rate Card.
SPECIAL PRICE
- If the customer has been assigned a Third Tier Rate
Level as part of his Multi-Tiered Customer
Special Pricing, the associated Special Price code is
displayed.
If the customer has not been assigned a Tier 3 special price, one
can be selected from the Special Rate Level
Search window, to determine the Expiry date to print on the
Quote.
- QUOTE EXPIRY DATE
- This expiry date is view only and reflects the expiry date set
on the Tier 3 rate level set for the customer in Multi-Tiered Customer Special Pricing or the
selected Special Price level expiry date.
DIVISION
- The address associated with this division prints on the bottom
of the Customer's Rate Card.
Accept the customer's division or select a preferred division from
the drop-down list.
REPORT OPTIONS
- Select one of the following report options:
- Select Print to output the Rate Card information on
plain paper omitting the "Additional Charges" formatted only for
the Jasper report.
- Select Excel to output the Rate Card information to a
spreadsheet omitting the "Additional Charges" formatted only for
the Jasper report.
- Select Jasper to output the Rate Card to Jasper forms
with the "Additional Charges" formatted only for the Jasper
report.
In the Customer Forms Document Mapping
table, the "Standard Report" TX_ARPRC10.RPT can be customized for
'CustRateCard'.
Note: This report is not provided in the Crystal Forms control
output option.
EMAIL
- This field is only enabled when the Use Contact Document
Emailing feature is activated in the Company
Email Configuration, and the customer has a Contact setup in
Contact Information with an email address
and that Contact is flagged to receive Rate Card emails.
Uncheck this box to print the Rate Card instead of emailing
it.
Check this box to email the Rate Card to the appropriate
contacts for the customer/site, flagged in the Contact Information to receive Rate Cards.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: ARPRC10 (4405)