This company-wide utility can be used to update Customer unique rental rates defined in the customer's Multi-Tiered Customer Special Pricing window including:
This option is only available when the Enable Multi-Tier Pricing is activated in the Company Rate Parameters.
Click Export to use the Pricing Management Export tool to generate a spreadsheet listing:
Rate information can then be modified on the spreadsheet before
saving the spreadsheet as a 'tab-delimited text file' and using the
Import action to update the customer tiered rate information
in the application.
The Salesman code and name are included on the spreadsheet output
for reference, but changes to Salesman are not re-imported to
update the Customer Information.
Click Import to use the Pricing
Management Import tool to pull in the selected customers'
latest rate information to update the rental 'Tier 1' and 'Tier 2'
rates in the Multi-Tiered Customer Special
Pricing window.
The import for 'Tier 1' information updates the rate amounts but
does not change the rate structure.
If any errors are thrown from the data import, none of the pricing is updated.
Click Exit and the click OK to close the menu window.
Note: After the Special Rate Levels and the Group rates have been imported and the customers pricing updated, the information can be reviewed and modified in the Multi-Tiered Customer Special Pricing windows, however manual changes will be lost next time the Customer Pricing Management import is re-run.
The customized rate cards can then be printed for specific customers in Customer Rate Card.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |