How do I charge different part markup rates for different customers?
- Open the Administration
menu and select Customer.
- Search for the appropriate customer and click on the
customer's name.
- If you have already created an applicable parts
contract, select it from the drop-down list then click OK at the bottom of the screen to save, The STD contract is the standard rate that
was created when you first set up your FleetSquared account.
To create a new part markup rate, click Add next to the Parts drop-down list.
Enter a Code name and Description for you new parts contract and click Next.
The following markup fields are available:
Markup %: Enter a percentage to markup parts based on your purchase cost.
Discount %: Leave this field blank unless you want to maintain retail prices for all of your parts. If you enter a value here, the sale price of parts will be based on each part's retail price instead of purchase cost history. To sell parts at a fixed retail price, enter a percentage to discount off the retail price (enter 0% to sell at the retail price without a discount). If you want to sell parts above the retail price, using a retail price markup, enter 0% in field and then refer to the section titled Change Retail Prices in Bulk section for instructions on how to set retail markup percentages for parts in bulk.
Core Markup %: Enter a percentage if cores should be marked up differently from other parts. Leave blank for core markups to be the same as other parts.
Core Discount %: Only applicable when using the discount % option above. Enter a percentage if cores should be discounted at a different rate. Leave blank if cores should be sold at the same discount rate as other parts.
Sublet %: Leave blank. This field is only applicate if you upgrade to the EMDECS Fleet Maintenance System which supports sublet repairs.
You can enter markup percentages, or discount percentages, not both.
Click Next to continue.
The Markup by Cost Range step is optional and only applicable when using a markup contract. You can click Next to skip this step. This is useful if you want to have different markup rates based on the cost of the part. For example, you might want a 50% markup on any parts that cost less than $10 while having a 35% markup on all other parts. Note - markup by cost range cannot be used with a discount contract.
To add cost range markups, click Add Markup.
Each time you click Add Markup, a new line will appear in the Markup by Cost Range section. Enter the cost of the parts to be included in the markup in the Include Up To field, the markup %, and a core markup % if your markup should be different for core parts.
In the example pictured below, any parts that cost up to $100 will have a 30% markup.
With multiple cost range markups entered, you have the flexibility to vary your markup rates for different part cost ranges, as pictured in the example below.
Click Next to continue.
The Markup By Markup Code screen is not applicable. Markup codes can only be used if you upgrade to the EMDECS Fleet Maintenance System. Leave this screen blank and click Save / Exit to complete the wizard and save your new parts contract.
The new parts contract will be saved and assigned to the customer. If you need to make changes to the contract, click on the Edit link.
Click OK to close the screen.
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