Set up special pricing rates (e.g. 10% discount) for specific customers or groups within the Cust. Types tab.
Watch this video to learn more!
To add a customer type:
- Click the Administration tab.
- Click the Cust. Types tab.
- In the blank row at the bottom of the list, type a Description.
- Choose the appropriate option from the Based On drop-down. Note: This determines what pricing the discount is based on for the added parts.
- Retail Minus: This is the standard retail price minus the parts percentage adjustment.
- None: This is the standard retail rate with no percentage change on parts.
- Cost Plus: This is the dealership cost plus the parts percentage adjustment.
- Input the Adjust % Parts amount as desired.
- This is the percentage change in price for parts and can be positive or negative.
- Input the Retail Labour Rate Reduction % amount as desired.
- This is the percentage change in price for labour. It is always based on Retail Price and can be positive or negative.
- When ready, click Save.
For example, Job A has a retail labour rate of £100, and a part price of £10 (Retail) and £1 (Cost).
Retail Minus: With 10% on Labour and 10% on Parts
- Retail Labour Rate - % on Labour = £100 - 10% = £90
- Retail Part Cost - % on Parts = £10 - 10% = £9
- Total = £99
Cost Plus: With 10% on Labour and 10% on Parts
- Retail Labour Rate - % on Labour = £100 - 10% = £90
- Part Cost + % on Parts = £1 + 10% = £1.10
- Total = £91.10
Uplifting Prices Using Retail Minus: With -10% on Labour and -10% on Parts
- Retail Labour Rate - % on Labour = £100 - (-10%) = £110
- Retail Part Cost - % on Parts = £10 - (-10%) = £11
- Total = £121
KB Article #5846