The Miscellaneous Item|Pricing page defines the pricing for the miscellaneous item. The Miscellaneous Item|Charges page defines the chrages for the miscellaneous item.
Versions provide you with the means to change the membership and pricing for a miscellaneous item, while maintaining a complete record of all previous versions. For more information, refer to Creating a Miscellaneous Item Version.
To define miscellaneous item's pricing and charge structure, complete the following:
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Open the Product Configuration application from the AudienceView Desktop.
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Select the Miscellaneous Items tab.
The Miscellaneous Items|Search page appears.
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Search for and select the miscellaneous item that you want to work with. For more information, refer to the Product Configuration - Miscellaneous Items|Search Page and Performing Searches.
The Miscellaneous Items|Details page appears.
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Select the Pricing tab.
The Miscellaneous Items|Pricing page appears.
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If you want to modify the pricing for a version that is currently in effect, create a new version. For more information, refer to Creating a Miscellaneous Item Version.
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Click 'Add Entry'.
A new price row appears.
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Select the roles that you want the pricing to apply to from the 'Role' field.
To select more than one user role, hold CTRL or SHIFT while making your selections.
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Enter the monetary value that you want to apply to the miscellaneous item for the role in the 'Amount' field.
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Optionally, as of AudienceView 6.8.10, select the 'User Can Change Amount' checkbox to enable users to adjust the 'Amount' of the miscellaneous item during the sales flow.
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For every role that you want to define different pricing for, repeat the process from Step 6.
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Select the Charges tab.
The Miscellaneous Items|Charges page appears.
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Click 'Add Charge'.
A new charge row appears
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Select the charge(s) that you want to apply to the miscellaneous item from the 'Charges' field.
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Select the type of calculation that you want to apply to the charge from the 'Calculation' dropdown.
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Order: The charge is raised at the order level for each miscellaneous item, triggering the charge until the limit is reached, if a limited has been defined.
If you select Order, you must place a 'Cap' of 1 to the applicable charge. For more information, refer to Adding a Cap to a Charge.
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Additional: The charge is calculated in addition to the price of the miscellaneous item.
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Included: The charge is calculated on the net value of the item either as a fixed amount or a percentage rate that contributes to the amount of the item
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Inside: The charge is calculated on the amount of the item either as a fixed amount or a percentage rate that contributes to the amount of the item.
For more information, refer to Charge Calculations.
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Information
The following example assumes that your organization is using the Included and Inside Together strategy.
If you specify that the price of a miscellaneous item is $50.00. If a 7% charge is included in the price, the net value of the miscellaneous item is $46.73 ($50.00 - 7%). If the 7% was charged as an additional charge, the net value is $50.00 and the gross value would be $53.50 ($50.00 x 7%). For an inside charge for a net value of $45.00 and an inside charge of 10%, the gross value would be $50.00 [($45.00 + $50.00 x 10%) = $50.00]. |
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For every charge that you want to add, repeat the process from Step 11.
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Click 'Apply'.
If you did not specify an 'Effective Date', the application confirms the use of the current date and time. Click 'OK' to continue.
A window confirms that the application created the miscellaneous item.
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Click 'OK'.