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Billing - Price List

This Help File Page was last Modified on 10/13//2022

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The Price List tab on the Dealers Form displays the list of, and provides for the entry of, the actual price and/or the pricing methods which will be used to Invoice Dealers for the monitoring services your Company is providing.those Dealers

The Price per Account that is to be Invoiced to the Dealer must correspond to a Recurring Revenue related Sales Category Code plus one of the following:

1.a manually entered Price  

2.a Dealer's tiered rate selected from the Account Rate Table tab

3.a Dealer's tiered rate selected from the Zone Rate Table tab  

 

HelpFilesDealerForm-PriceListTab

Dealers Form - Price List tab with different types of Pricing Methods defined

 

Any and/or all of these Pricing Methods are available to identify how much each Account (CSID), which your Company is monitoring for these Dealers, may be Invoiced for that service

 

Defining how and how much a Dealer is to be Invoiced for each Account being provided monitoring services by your Company:

To create a Price List entry: Select the Price List tab on the Dealers Form

HelpFilesNavigatorMenu-StandardInsertClick the Add Icon on the Ribbon Menu at the bottom of the Price List tab to start a new Price List entry and a blank line item will be inserted into the Price List Grid

Sale Item - Use the Drop-Down Selection List provided to Choose the appropriate Sales Category Code for this Price List entry

 

HelpFilesDealerForm-PriceListTab-SaleItemLookUp

Price List tab - Sale Item Look up field

 

The description of the selected Sales Category Code will be the Description of the Service that's inserted in the Detail Line Item of the Invoice  

 

Price Lookup - Use the Drop-Down Selection List provided to Choose the appropriate Pricing Method for this Price List entry

This choice determines that actual cost that will be assessed on the Detail Line Item of the Invoice  

 

HelpFilesDealerForm-PriceListTab-PriceLookUp

Price List tab - Price Lookup field

 

a)From Account Rate Table - The Per Account Price will be determined using Tiered Rate structure created for this Dealer in the Account Rate Table tab    

b)From Current Item - The Per Account Price must be entered manually in the Price field (see Price below)

c)From Current Item (Active Signals) - The Per Account Price for Active Signals must be entered manually in the Price field (see Price below)

d)From Current Item (Passive Signals) - The Per Account Price for Passive Signals must be entered manually in the Price field (see Price below)

e)From Zone Rate Table - The Per Account Price will be determined using Tiered Rate structure created for this Dealer in the Zone Rate Table tab    

 

Price - This field will determine the actual Price for the Service, or identify which Rate Table from which the Price will be calculated

Actual Value -  Insert the price per month for the selected Sales Category  

  $0.00 - When Account Rate Table or Zone Rate Table is selected in the Price Lookup field, the Price field will be "greyed out" because the Price will be calculated based on the conditions set forth in a Rate Table

Note - Enter, when appropriate, a description/explanation for this Price List entry

Click the Tab F key or Click the HelpFilesNavigationMenuSaveIcon to record this Price List entry.

 

Copy Price List From - Alternately, if there is another Dealer whose previously entered Price List is the same as should be charged to this Dealer:

Click on the Copy Price List From button

 

HelpFilesDealers-PriceListTab-CopyPriceListFrom

Dealer Form - Price List tab - Copy Price List From option

 

The Copy Rate Table From Dealer pop-up dialog will be displayed

 

HelpFilesDealers-PriceListTab-CopyPriceListFrom-Pop-Up

Price List tab - Copy Price List From Dealer dialog

 

Use the Drop-Down Selection List presented to Choose the Dealer whose Price List should be used

 

HelpFilesDealers-PriceListTab-CopyPriceListFrom-SelectionList

Price List tab - Copy Price List From Dealer dialog - Dealer Drop-Down Selection List

 

Click OK button when the appropriate is selected

That selected Dealer's Account Rate Table will be inserted automatically.

 

HelpFilesDealers-PriceListTab-CopyPriceListFrom-PricesInserted

Price List tab - Copy Price List From Dealer dialog - results

 

The information in the imported Price List may be modified or deleted, if necessary.