Get familiar with how Special Price Profiles work.
Special price profiles can be set up to give a special price against a Service type, a Charge Code, Stock Price bands or an Engineer. Special prices can be a deduction or an increase in value.
This allows a customer to have an individual specific price against a product e.g. 5% off, or a 5% surcharge, which allows for flexibility for individual pricing.
Getting There
You can access Special Price Profiles through the Customer Account Details Page.
To get there, go to Records from the menu bar.
Choose Customer & Site Records.
From the list, select a record and click the Edit icon via the Action Tray to open the Customer Account Details Page.
Scroll down to the Financial Details section, where you will find the Special Price Profile field.
Create a Special Price Profile
To create or edit a Special Price Profile
To edit make sure you are in edit mode in the customer record.
Click on the ellipses button (...)
to view your current profiles.
Click on the +Add
button to add a new special price profile.
From here, you can Add a new profile or Edit an existing one.
For this exercise, we will create a new profile. You can click the add button to start things off.
Before you start creating the profile, you need to give it a name.
Now you can build some profiles with the Add button.
This opens the Add Special Profile Price window, where you must fill out all the necessary fields.
Special Price Type
There are five Special Price Types to choose from:
Stock Price
Service Type Special Type (Based on Equipment Type).
Cost Code Special Price
Stock Price Bands
Engineer Special Price
You can create a Special Price Profile for each individual special price type, or add them all to one Special Price Profile.
You can see from the above example, that this Profile has all 4 Special Price Types added to it.
We will now go into detail on how to set each type up.
Stock Price
If you need to create a special price for specific stock.
You can start filling out the fields:
Select the Branch.
Then, using the ellipsis (...), select the SKU, here you can also select All Items of stock, if you want to apply the same Special Price to all stock for this profile and those customers that are allocated this profile.
The Stock Description and Standard Price will populate from the SKU record description.
In Adjustment Type, you can Increase or Decrease the percentage based on
Cost, Sell or List Price
Once you have selected the the Adjustment Type enter the Adjustment as a percentage i.e 5 for 5%.
Special Price
The Special Price will no be calculated based on the Adjustment Type selected.
Special Price Note
Add a note for the special price, useful to refer to when making adjustments to your special price profiles.
Service Type Special Type (Based on Equipment Type)
If you need to create a separate cost for specific equipment or service types and still include its Charge Code, e.g. adding a discount to only the green trucks during a service, this is where you do it.
You can start filling out the fields:
Select the Branch.
Then, using the ellipsis (...), select a Charge Code.
Add the Equipment Type.
Followed by the Service Type - This allows you to select one or more services linked to an Equipment Type.
Here you can select multiple Service type to add.
Click +Include once selected.
If Value is selected, the Standard Price is overruled and replaced with the Special Price.
Cost Code Special Price
A Cost Code Special Price will affect a Job or Task related items linked to a specific Branch, or Site and with a specific Charge Code.
You can enable the items you want to include with the tick box on the left.
The data for Standard Charge is pulled in from the Site and Charge Code you select.
Adjustment Type can be one of three options:
Increase %: Will add a percentage from 0-100 to the standard charge.
Decrease %: Will remove a percentage from 0-100 off the standard charge.
Value: This will override the standard charge with the charge you set.
Stock Price Bands
Stock Price Bands allow you to specify a price range to apply a Special Price Profile.
Such as applying a 15% discount when the Selling price is Greater than £150.
To make this special price:
Select Stock Price Bands from the drop-down.
Choose the Branch.
In Price Bands, you can add/edit an existing one or make a new one with the Add button.
From the editor window, you can now:
Name the Price Band.
Select the Stock Attribute, basically what data to read from.
Cost price
Sell Price
List Price
Now you need to choose what range you want.
Between
Greater Than
Less Than
Finally, you can enter the Start Value (the range) you want and click Save.
Adjustment Type
With your Price Band selected, you can choose an Adjustment type % from the list:
% Increase based on Cost Price
% Decrease based on Cost Price
% Increase based on List Price
% Decrease based on List Price
% Increase based on Selling Price
% Decrease based on Selling Price
Followed by a percentage amount.
Lastly, you can add any notes here.
You can quickly reference them to see what the Special Price covers.
Engineer Special Price
You can add a special price to your engineers with this type.
The check box will affect all engineers on the system.
You can also specify individual engineers when you click on the ellipsis and select them from the list.
Adding notes is useful to understand why this special price was created. e.g. specifically for bank holidays.
From each drop-down menu, you can fine-tune the costs.
Once you have saved your Special Price Types, you are taken to the Special Price Profile window, where you need to save again.
From the selection window, choose the Profile you just created to select it as your Special Price Profile.
You have successfully created a Special Price Profile!