Selection of a new or existing ratesbook automatically displays the Details Tab as a default. This Tab contains the basic controls which dictate the contents of the ratesbook and how the calculated output is displayed.
The Details Tab contains the following fields:
Selection of the down-arrow button presents a list of currently available Sales Execs (and associated User ID codes). A single-click of the mouse highlights and selects the appropriate Sales Exec for use within the ratesbook. New Sales Execs are set-up in the User Details form (accessed via System Utilities / Management Menu).
Selection of the down-arrow button presents a list of source codes. The source-code is used to focus (for analysis purposes) on the original enquiry source for the quotation e.g. REF for "Referral". A single-click of the mouse highlights and selects the appropriate source-code for use within the ratesbook. Business source codes are set-up using the Source of Business Codes option within Marketing / Miscellaneous Options.
Following selection of a customer from within the Ratesbooks form, via the Customer WordSearch (...) facility, the Customer Review form is utilised to view and amend customer details. The company name is then returned to this field.
Displays the Customer Review form enabling customer details to be viewed and edited.
Following the selection of a customer, this field is automatically populated with the appropriate company contact name.
A free-format field (100 characters) for input of a meaningful user-defined description for the ratesbook.
The date from which the quoted ratesbook is valid (defaults to today's date).
The date up to which the quoted ratesbook is valid (defaults to today's date plus the number of days defined via the Ratesbook Valid for: (Days) field within the Ratesbooks Defaults Tab in System Maintenance / System Parameters).
This field currently defaults to a vehicle type of P Private Light Goods. However, selection of the down-arrow button directly to the right of this field presents a list of available vehicle classes (and associated codes). The list is presented in alphabetical order and the following selections are currently available:
Commercials
Private Light Goods
A single-click of the mouse highlights and selects the appropriate class for use within the ratesbook quotation
This field is utilised to input a monetary value should an initial payment/deposit need to be taken into account within the ratesbook quotation.
Individual products may be set-up so that input of a deposit is mandatory. In addition, a minimum and maximum deposit can also be specified (see Deposit Required section within Miscellaneous Options / Product Management / Product Details). An error message is displayed if a mandatory, minimum or maximum deposit is required and no value is entered in this field.
A checkbox which, if selected/ticked, displays the vehicle rental in the Output Tab and enables the Min. Rental and Max Rental fields to be used for the input of a rental price range.
This checkbox can be deselected if, for example, a ratesbook is required displaying only P11D prices.
Any vehicles which have a regular rental price which is equal to or greater than the minimum price entered in this field are displayed in the Output Tab area of the form.
In addition, when used in conjunction with the Max. Rental field below, provides a "To" and "From" facility which enables a regular rental price "range" to be entered. The minimum regular rental price is entered in the first field and the maximum regular rental price in the second field. Any vehicles which have a regular rental price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed in the vehicle Output Tab area of the form.
Any vehicles which have a regular rental price which is equal to or less than the maximum price entered in this field are displayed in the Output Tab area of the form.
A checkbox which, if selected/ticked will generate a number lines within the Output Tab for each vehicle variant record.
Within the Output Tab the first line of the record displays a column for each of the following elements:
- Franchise
- Model
- Variant Description
- List Price(if the appropriate checkbox is selected)
- P11D Price(if the appropriate checkbox is selected)
- OTR Price(if the appropriate checkbox is selected)
- The first Product Split Code (e.g. Ffor Finance)
- The monetary value for the first Product Split portion of the regular rental value. A column is displayed for each selected finance profile).
For each subsequent defined Product Split (if applicable) an additional line is generated for each record displaying a column for each of the following elements:
- The Product Split Code (e.g. M for Maintenance)
- The monetary value for the Product Split portion of the regular rental value. A column is displayed for each selected finance profile).
The final line of the record displays a column displaying the Total regular rental value (in bold text) for each selected finance profile.
A checkbox which, if selected/ticked, will generate an extra column within the Output Tab to display the List Price for each vehicle variant. The position of the column will vary according to which checkboxes have been selected within the Details Tab. This checkbox must be selected for the Min. List and Max. List price "range" function to be operative.
Any vehicles which have a List Price which is equal to or greater than the minimum price entered in this field are displayed in the Output Tab area of the form.
In addition, when used in conjunction with the Max. List field below, provides a "To" and "From" facility which enables a List Price "range" to be entered. The minimum List Price is entered in the first field and the maximum List Price in the second field. Any vehicles which have a List Price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed in the vehicle Output Tab area of the form.
Any vehicles which have a List Price which is equal to or less than the maximum price entered in this field are displayed in the Output Tab area of the form.
A checkbox which, if selected/ticked, will generate an extra column within the Output Tab to display the P11D price for each vehicle variant. The position of the column will vary according to which checkboxes have been selected within the Details Tab. This checkbox must be selected for the Min. P11D and Max. P11D price "range" function to be operative.
Any vehicles which have a P11D price which is equal to or greater than the minimum price entered in this field are displayed in the Output Tab area of the form.
In addition, when used in conjunction with the Max. P11D field below, provides a "To" and "From" facility which enables a P11D price "range" to be entered. The minimum P11D price is entered in the first field and the maximum P11D price in the second field. Any vehicles which have a P11D price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed in the vehicle Output Tab area of the form.
Any vehicles which have a P11D price which is equal to or less than the maximum price entered in this field are displayed in the Output Tab area of the form.
A checkbox which, if selected/ticked, will generate an extra column within the Output Tab to display the OTR price for each vehicle variant. The position of the column will vary according to which checkboxes have been selected within the Details Tab. This checkbox must be selected for the Min. OTR and Max. OTR price "range" function to be operative.
Any vehicles which have an OTR price which is equal to or greater than the minimum price entered in this field are displayed in the Output Tab area of the form.
In addition, when used in conjunction with the Max. OTR field below, provides a "To" and "From" facility which enables an OTR price "range" to be entered. The minimum OTR price is entered in the first field and the maximum OTR price in the second field. Any vehicles which have an OTR price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed in the vehicle Output Tab area of the form.
Any vehicles which have an OTR price which is equal to or less than the maximum price entered in this field are displayed in the Output Tab area of the form.