Managing Rates

Managing Rates

A rate is a list of products with their respective prices our company applies to the jobs carried out on the client’s equipment
devices.

It is common to have:
• a general rate that contains a list of all the products at our company stating the specific price for each product (the
price is called the product price).
The product price is unique price and applies to all the clients equally.
• various special rates or different products-prices lists our company has specifically created for the different service
client groups (property manager rate, hotel sector rate, private client rate, rate for a specific type of client etc.) or
even for one specific client. In this case we are talking about the price per rate.
The product price per rate depends on the rate which the product is included in and, consequently, on the site
client we are performing the work for; in fact, when registering a client we can specify what rate we will apply.

When talking about rates, 3 different processes need to be addressed:

• creating a rate
This operation is managed on the Main menu / button Warehouse/ button Rates , as described in the User
manual ‘G3w and the Management of Prices and Rates’ (chapter 2.3).
• assigning products and their prices to a rate.
Each rate will be assigned those products that have a specific price assigned at that rate.
Products are assigned a price at different rates (general rate and special rates) when registering or modifying
them from the Main menu / button Warehouse / button Materials management / option add / fields rates.
This process is described in User Manual ‘G3w and the Management of Prices and Rates’ (chapter 2.3).
• linking each of our site clients to the rates we have registered.
This way, a product’s final price will be the price the product has at the rate we have assigned to the site client
(unless they have atypical prices).
The client-rate linking operation is done from the Main menu / button clients / button site clients / option Edit
/ field Rate as described in the User Manual ‘G3w and the Management of Prices’ (chapter 2.3).

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