Suggestion for pricing scales - use the AyaNova Contract feature


#1

The task that is being performed by a company is that they have three pricing (parts and labor) scales - a specific labor charge per hour for residential customers and no part % discount, a specific labor charge per hour for commercial with a 10% part discount, and a specific labor charge per hour for industrial with a 15% part discount.

When the tech is filling out the workorder details, they want the program to automatically let them know what level the client should be charged at.

The suggestion would be to use the Contracts feature of AyaNova - below is a specific suggestion that you can certainly adapt to what works best for you:

  1. Create the three different labor rates - i.e. Residential Labor Charge, Commercial Labor Charge, Industrial Labor Charge; and set each of them as a Contact Rate

  2. Create the first contract Residential

  3. Set the Part Discount to 0% for this Residential contract.

  4. Select the Residential Labor Charge as the contact rate.

  5. Any clients that are residential, set them to this contract. When a part is selected in a workroder for this client, by default no % discount will be applied. When a labor record is created for this client in a workorder, only the Residential Labor Charge labor rate will be available for selection.

  6. Create the second contract Commericial

  7. Set the Part Discount to 10% for this Commericial contract.

  8. Select the Commericial Labor Charge as the contact rate.

  9. Any clients that are commericial, set them to this contract. When a part is selected in a workorder for this client, by default 10% discount will be applied. When a labor record is created for this client in a workorder, only the Commericial Labor Charge labor rate will be available for selection.

  10. Create the third contract Industrial

  11. Set the Part Discount to 15% for this Industrial contract.

  12. Select the Industrial Labor Charge as the contact rate.

  13. Any clients that are industrial, set them to this contract. When a part is selected in a workorder for this client, by default 15% discount will be applied. When a labor record is created for this client in a workorder, only the Industrial Labor Charge labor rate will be available for selection.

No need to remember manually, AyaNova will do this automatically for you