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.