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Pricing

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  1. Pricing Presented By: Dave Radcliffe & Sim Santos

  2. Pricing • Customer Pricing • Review fields • Highlight new additions • Prompt Pay Setup • Just some “did you know?” topics • Customer Pricing Renewal • Review fields • Review process • Vendor Pricing link • How it works • How to set it up • Uses • Q & A

  3. Base Price-only 1 active allowed at a time per tank, Special Price-multiple allowed

  4. Choose the price code-if it has active pricing, it will be displayed in parentheses

  5. Start Date-cannot overlap on Base Price Plans, can overlap on Special Price

  6. Leave blank for plans that don’t end

  7. If no adjustment, this must be 0, fixed price checkbox will override Price Code

  8. Used in conjunction with Price Caps

  9. If current price code pricing is less than this amount, that will be used, when current price code amount is greater-price cap is used. If current price code pricing is greater than this amount, that will be used, when current price code amount is less-price floor is used.

  10. If Gallons limit is exceeded, reverts back to Base Price or next Special Price If Dollars limit is exceeded, reverts back to Base Price or next Special Price If Deliveries limit is exceeded, reverts back to Base Price or next Special Price

  11. Used to give customers special payment terms for a period of time

  12. When using Cardlock,this identifies which Setup schedule applies to this pricing record

  13. Used when ticket is only serving as a proof of delivery

  14. Used when reference price is not known until after delivery is made.

  15. This needs to be checked if Prebuy money is to be consumed

  16. Can be used when there is a need to only relieve part of the amount when customer has “bought down” the price

  17. Used only for Special Prices, dictates the order the Special Prices are used(ie: Prebuy first, then Price Cap)

  18. Pricing • Prompt Pay Setup • Review of Payment Terms window • Discount type • Discount breaks • Addition of “Prompt Pay” payment term to Payment Terms Configuration • Document type specific payment terms • Item restriction • By the way: “What the heck is the Delay AR Until all about?”

  19. Pricing • Prompt Pay Setup • Finally, some product demo…

  20. Pricing • Customer Pricing Renewal • Review fields • Review process

  21. Choose a date for all Prebuys/Price Caps expiring this month. The system will look for the entire month regardless of the day

  22. Choose whether to renew PreBuy or Price Cap Plans

  23. Leave blank for PreBuys, choose a Template for Price Caps. This will set the cap and floror amount for the new year

  24. Enter an amount to charge the customer, select what type of Misc. Invoice to generate.

  25. Enter the desired transaction date. This will add to the customer balance at the time the document is created but will use this date as the transaction date, activity date and will calculate the due date from this date.

  26. Enter the new PreBuy price

  27. Enter the effective dates for the plan here, these will use the month and day from the previous plan if left blank

  28. If this is a budget, you might not want to print the invoice

  29. Pricing • Vendor Pricing link • How it works • Price code is linked to a vendor/item combination. • Whenever a vendor/item price is updated via Fuel Vendor Pricing the previous linked customer price for that item is ended and a new customer price is created for the updated date.

  30. Pricing • Vendor Pricing link • How to set it up • Price Code is created and saved • Click on “Link to Vendor Pricing”

  31. Pricing • Vendor Pricing link • How to set it up • Select Vendor(s) to use • Select Item(s) to use • Enter Markup

  32. Pricing • Vendor Pricing link • So what can I do with this? • You can link to real vendors and have pricing automatically update based on those vendors • You can enter published references such as OPIS, Wall Street Journal, Rack average by creating dummy vendors and entering the info in the vendor pricing window and have it update customer pricing. • You can enter base prices by creating dummy base price vendors and entering the info in the vendor pricing window and have it update customer pricing.

  33. Pricing • Vendor Pricing link • So what can’t I do with this? • Wholesale-You can’t have the pricing be vendor specific depending on what vendor you pick up the product from. • …but it is being reviewed to include at some point in the future… • It won’t slice, dice or make julienne fries 

  34. Pricing • Q & A