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Readysell uses the concept of setting the travel charge (travcharge) to be the maximum price allowable. Then create a contract to set that charge to $0 for all service customers initially. Then finally create individual contracts for the appropriate customers where there their travel charge is between $0 and the maximum travel charge.
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- Create a travel product and a travel charge product if they do not already exist.
- Ensure the travel change product's sell price is set to the maximum sell price normally charged for travel time
- Create a product association of adding paid between the travel product and the travel charge product. By default, the travel charge will be added to all sales containing the travel product. At the maximum normal travel charge rate. We will override this were appropraite where appropriate with contract prices.
- Create required contracts. Consider which customers need to get particular rates for travel charges. Perhaps considering the distance of each customer from your business. You need contracts to cover all cases where customers do not get the maximum travel charge:
- If some customers are exempt from travel charges. Then make a contract that sets the travel charge product sell price to zero and extract all the customers that get zero travel charge to that contract
- For each group of customers gets a travel charge between zero and the maximum. Make a contract that sets the travel charge product sell price to the required sell price for that group of customers. Then extract the correct customers into that contract.
- Customers that get charged the full maximum travel charge do not need any particular contract, as they will get the maximum travel charge by default.
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The procedure discussed here assumes that the customer gets the best price is turned on in your system reference. It assumes that the system reference type 'sales' code 'Contract price priority' has a value set to false. In the alternative, should that system reference's value be set to true. Then the procedure is a lot simple. As you would in that case set the price of the travel charge product to zero. Then your contracts would specify the sell price required only for customers that need a particular travel charge price.There would be no need to default to the highest possible rate. The downside of this approach is contracts would always take priority for calculating sell prices in REadysell, even if the customer gets a higher sell price than would otherwise be the case for all sales.
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Procedure
Create a travel product and a travel charge product if they do not already exist.
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The result is you record the actual technician hours. But you charge the customer a flat rate depending on how far the customer is from your business.
